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 | $77,533 | $149,040-48.0% | $120,225-35.5% | $137,256-43.5% |
| Participation rate | 70.0% | 75.4%-5.4pp | 69.6%+0.4pp | 80.0%-10.0pp |
| Annual return | 14.29% | 605.68%-591.4pp | 439.23%-424.9pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,326 | $4,350-46.5% | $3,475-33.1% | $4,156-44.0% |
| Participant deferral / active EE | $6,525 | $4,655+40.2% | $3,999+63.2% | $6,407+1.9% |
| Admin fee / account holder | $5 | $6,348-99.9% | $5,696-99.9% | $12,270-100.0% |