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 | $40,827 | $180,449-77.4% | $154,107-73.5% | $135,375-69.8% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | 8.76% | 888.09%-879.3pp | 735.12%-726.4pp | 519.73%-511.0pp |
| Employer contribution / active EE | $1,871 | $6,035-69.0% | $5,298-64.7% | $4,779-60.8% |
| Participant deferral / active EE | $4,497 | $5,806-22.5% | $5,081-11.5% | $5,609-19.8% |
| Admin fee / account holder | $104 | $16,143-99.4% | $13,411-99.2% | $10,827-99.0% |