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 | $38,624 | $115,770-66.6% | $101,248-61.9% | $158,922-75.7% |
| Participation rate | 78.3% | 79.4%-1.1pp | 75.8%+2.5pp | 82.0%-3.7pp |
| Annual return | 14.84% | 56.14%-41.3pp | 46.47%-31.6pp | 302.83%-288.0pp |
| Employer contribution / active EE | $946 | $4,175-77.3% | $3,660-74.2% | $4,761-80.1% |
| Participant deferral / active EE | $2,269 | $4,957-54.2% | $4,370-48.1% | $5,982-62.1% |
| Admin fee / account holder | $19 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |