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 | $36,465 | $91,037-59.9% | $71,671-49.1% | $147,584-75.3% |
| Participation rate | 72.7% | 76.1%-3.4pp | 68.7%+4.0pp | 82.8%-10.1pp |
| Annual return | 18.43% | 20.48%-2.0pp | 20.65%-2.2pp | 578.55%-560.1pp |
| Employer contribution / active EE | $8,317 | $3,327+150.0% | $2,460+238.1% | $4,876+70.6% |
| Participant deferral / active EE | $3,131 | $4,498-30.4% | $3,438-8.9% | $5,439-42.4% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |