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 | $33,467 | $51,638-35.2% | $68,368-51.0% | $82,448-59.4% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 20.73% | 37.53%-16.8pp | 292.57%-271.8pp | 41.64%-20.9pp |
| Employer contribution / active EE | $2,916 | $2,047+42.5% | $2,649+10.1% | $2,551+14.3% |
| Participant deferral / active EE | $3,733 | $2,914+28.1% | $4,123-9.4% | $4,139-9.8% |
| Admin fee / account holder | $76 | $4,643-98.4% | $5,150-98.5% | $7,234-98.9% |