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 | $85,463 | $102,966-17.0% | $90,281-5.3% | $152,861-44.1% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.4%-4.7pp |
| Annual return | 27.56% | 95.16%-67.6pp | 78.10%-50.5pp | 345.32%-317.8pp |
| Employer contribution / active EE | $1,420 | $3,139-54.8% | $2,854-50.3% | $4,762-70.2% |
| Participant deferral / active EE | $2,538 | $4,281-40.7% | $3,885-34.7% | $5,850-56.6% |
| Admin fee / account holder | $15 | $6,171-99.8% | $5,351-99.7% | $11,596-99.9% |