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 | $24,695 | $88,751-72.2% | $81,812-69.8% | $145,922-83.1% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.3%+5.4pp | 80.3%-2.5pp |
| Annual return | 11.03% | 1025.40%-1014.4pp | 773.79%-762.8pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,782 | $3,083-42.2% | $2,912-38.8% | $4,660-61.8% |
| Participant deferral / active EE | $2,761 | $4,643-40.5% | $4,319-36.1% | $6,688-58.7% |
| Admin fee / account holder | $14 | $8,415-99.8% | $7,386-99.8% | $13,397-99.9% |