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 4-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 | $9,844 | $88,751-88.9% | $81,812-88.0% | $145,922-93.3% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 10.67% | 1025.40%-1014.7pp | 773.79%-763.1pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,670 | $3,083-45.8% | $2,912-42.7% | $4,660-64.2% |
| Participant deferral / active EE | $1,716 | $4,643-63.0% | $4,319-60.3% | $6,688-74.3% |
| Admin fee / account holder | $39 | $8,415-99.5% | $7,386-99.5% | $13,397-99.7% |