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 | $55,651 | $111,754-50.2% | $103,333-46.1% | $145,922-61.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 30.14% | 24.77%+5.4pp | 24.88%+5.3pp | 561.29%-531.1pp |
| Employer contribution / active EE | $892 | $4,212-78.8% | $3,868-76.9% | $4,660-80.9% |
| Participant deferral / active EE | $1,521 | $5,619-72.9% | $5,057-69.9% | $6,688-77.3% |
| Admin fee / account holder | $40 | $9,750-99.6% | $8,355-99.5% | $13,397-99.7% |