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 | $54,583 | $62,573-12.8% | $85,682-36.3% | $85,850-36.4% |
| Participation rate | 81.1% | 61.1%+19.9pp | 69.9%+11.2pp | 69.3%+11.8pp |
| Annual return | 15.57% | 23.77%-8.2pp | 21.49%-5.9pp | 318.53%-303.0pp |
| Employer contribution / active EE | $1,600 | $1,757-8.9% | $2,618-38.9% | $2,565-37.6% |
| Participant deferral / active EE | $2,395 | $2,802-14.5% | $3,923-38.9% | $3,952-39.4% |
| Admin fee / account holder | $28 | $4,640-99.4% | $6,873-99.6% | $6,260-99.5% |