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 | $81,973 | $115,770-29.2% | $101,248-19.0% | $158,922-48.4% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 17.73% | 56.14%-38.4pp | 46.47%-28.7pp | 302.83%-285.1pp |
| Employer contribution / active EE | $3,708 | $4,175-11.2% | $3,660+1.3% | $4,761-22.1% |
| Participant deferral / active EE | $6,372 | $4,957+28.5% | $4,370+45.8% | $5,982+6.5% |
| Admin fee / account holder | $39 | $7,245-99.5% | $5,945-99.3% | $11,246-99.7% |