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 | $56,816 | $140,940-59.7% | $112,229-49.4% | $139,434-59.3% |
| Participation rate | 90.0% | 79.2%+10.8pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 14.79% | 32.71%-17.9pp | 30.20%-15.4pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,928 | $4,283-55.0% | $3,430-43.8% | $4,751-59.4% |
| Participant deferral / active EE | $4,431 | $5,874-24.6% | $4,798-7.6% | $6,710-34.0% |
| Admin fee / account holder | $56 | $9,954-99.4% | $7,748-99.3% | $11,403-99.5% |