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 | $41,176 | $115,770-64.4% | $101,248-59.3% | $158,922-74.1% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 20.16% | 56.14%-36.0pp | 46.47%-26.3pp | 302.83%-282.7pp |
| Employer contribution / active EE | $2,241 | $4,175-46.3% | $3,660-38.8% | $4,761-52.9% |
| Participant deferral / active EE | $4,519 | $4,957-8.8% | $4,370+3.4% | $5,982-24.5% |
| Admin fee / account holder | $17 | $7,245-99.8% | $5,945-99.7% | $11,246-99.9% |