See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,102 | $115,770-75.7% | $101,248-72.2% | $158,922-82.3% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 19.76% | 56.14%-36.4pp | 46.47%-26.7pp | 302.83%-283.1pp |
| Employer contribution / active EE | $952 | $4,175-77.2% | $3,660-74.0% | $4,761-80.0% |
| Participant deferral / active EE | $2,156 | $4,957-56.5% | $4,370-50.7% | $5,982-64.0% |
| Admin fee / account holder | $226 | $7,245-96.9% | $5,945-96.2% | $11,246-98.0% |