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 | $41,147 | $105,859-61.1% | $90,160-54.4% | $147,584-72.1% |
| Participation rate | 81.8% | 79.7%+2.1pp | 76.9%+4.9pp | 82.8%-1.0pp |
| Annual return | 31.61% | 37.63%-6.0pp | 34.88%-3.3pp | 578.55%-546.9pp |
| Employer contribution / active EE | $1,681 | $4,126-59.3% | $3,318-49.3% | $4,876-65.5% |
| Participant deferral / active EE | $7,250 | $5,733+26.5% | $5,288+37.1% | $5,439+33.3% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |