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 | $72,255 | $96,635-25.2% | $86,612-16.6% | $139,434-48.2% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 16.16% | 106.41%-90.3pp | 591.07%-574.9pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,573 | $3,263-51.8% | $3,022-48.0% | $4,751-66.9% |
| Participant deferral / active EE | $4,225 | $4,836-12.6% | $4,438-4.8% | $6,710-37.0% |
| Admin fee / account holder | $12 | $6,408-99.8% | $5,614-99.8% | $11,403-99.9% |