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 | $32,645 | $157,256-79.2% | $141,162-76.9% | $152,861-78.6% |
| Participation rate | 73.7% | 84.8%-11.1pp | 82.5%-8.8pp | 82.4%-8.8pp |
| Annual return | 35.13% | 64.32%-29.2pp | 71.39%-36.3pp | 345.32%-310.2pp |
| Employer contribution / active EE | $1,640 | $5,261-68.8% | $4,735-65.4% | $4,762-65.6% |
| Participant deferral / active EE | $2,861 | $7,109-59.8% | $6,709-57.4% | $5,850-51.1% |
| Admin fee / account holder | $163 | $12,120-98.7% | $10,261-98.4% | $11,596-98.6% |