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 | $66,155 | $115,770-42.9% | $101,248-34.7% | $158,922-58.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.73% | 56.14%-44.4pp | 46.47%-34.7pp | 302.83%-291.1pp |
| Employer contribution / active EE | $872 | $4,175-79.1% | $3,660-76.2% | $4,761-81.7% |
| Participant deferral / active EE | $4,583 | $4,957-7.5% | $4,370+4.9% | $5,982-23.4% |
| Admin fee / account holder | $46 | $7,245-99.4% | $5,945-99.2% | $11,246-99.6% |