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 | $42,254 | $70,475-40.0% | $100,516-58.0% | $79,858-47.1% |
| Participation rate | 74.0% | 73.7%+0.4pp | 79.4%-5.4pp | 69.6%+4.4pp |
| Annual return | 27.00% | 21.90%+5.1pp | 30.89%-3.9pp | 31.71%-4.7pp |
| Employer contribution / active EE | $1,728 | $2,165-20.2% | $3,418-49.4% | $2,471-30.1% |
| Participant deferral / active EE | $4,929 | $5,181-4.9% | $6,270-21.4% | $3,740+31.8% |
| Admin fee / account holder | $8 | $4,478-99.8% | $8,081-99.9% | $5,306-99.9% |