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 | $33,536 | $102,966-67.4% | $90,281-62.9% | $152,861-78.1% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.4%-11.0pp |
| Annual return | 30.34% | 95.16%-64.8pp | 78.10%-47.8pp | 345.32%-315.0pp |
| Employer contribution / active EE | $2,961 | $3,139-5.7% | $2,854+3.7% | $4,762-37.8% |
| Participant deferral / active EE | $1,160 | $4,281-72.9% | $3,885-70.1% | $5,850-80.2% |
| Admin fee / account holder | $15 | $6,171-99.8% | $5,351-99.7% | $11,596-99.9% |