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 | $91,555 | $102,966-11.1% | $90,281+1.4% | $152,861-40.1% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.4%-11.0pp |
| Annual return | 13.19% | 95.16%-82.0pp | 78.10%-64.9pp | 345.32%-332.1pp |
| Employer contribution / active EE | $1,704 | $3,139-45.7% | $2,854-40.3% | $4,762-64.2% |
| Participant deferral / active EE | $3,280 | $4,281-23.4% | $3,885-15.6% | $5,850-43.9% |
| Admin fee / account holder | $61 | $6,171-99.0% | $5,351-98.9% | $11,596-99.5% |