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 | $38,263 | $115,770-66.9% | $101,248-62.2% | $158,922-75.9% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 12.83% | 56.14%-43.3pp | 46.47%-33.6pp | 302.83%-290.0pp |
| Employer contribution / active EE | $2,689 | $4,175-35.6% | $3,660-26.5% | $4,761-43.5% |
| Participant deferral / active EE | $2,484 | $4,957-49.9% | $4,370-43.2% | $5,982-58.5% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |