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 | $79,376 | $100,852-21.3% | $90,404-12.2% | $158,922-50.1% |
| Participation rate | 78.6% | 75.0%+3.6pp | 72.7%+5.9pp | 82.0%-3.4pp |
| Annual return | 7.38% | 1724.20%-1716.8pp | 1293.02%-1285.6pp | 302.83%-295.4pp |
| Employer contribution / active EE | $1,826 | $3,689-50.5% | $3,262-44.0% | $4,761-61.7% |
| Participant deferral / active EE | $3,248 | $4,348-25.3% | $3,963-18.0% | $5,982-45.7% |
| Admin fee / account holder | $133 | $6,501-98.0% | $5,611-97.6% | $11,246-98.8% |