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 | $33,732 | $172,111-80.4% | $150,298-77.6% | $137,256-75.4% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 26.09% | 69.37%-43.3pp | 62.79%-36.7pp | 220.34%-194.2pp |
| Employer contribution / active EE | $1,927 | $4,636-58.4% | $4,154-53.6% | $4,156-53.6% |
| Participant deferral / active EE | $5,822 | $6,166-5.6% | $5,453+6.8% | $6,407-9.1% |
| Admin fee / account holder | $64 | $16,471-99.6% | $14,116-99.5% | $12,270-99.5% |