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 | $77,320 | $76,738+0.8% | $56,411+37.1% | $145,922-47.0% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+19.0pp | 80.3%-8.8pp |
| Annual return | 7.35% | 2994.23%-2986.9pp | 1701.33%-1694.0pp | 561.29%-553.9pp |
| Employer contribution / active EE | $279 | $1,380-79.8% | $1,039-73.1% | $4,660-94.0% |
| Participant deferral / active EE | $1,583 | $2,623-39.6% | $1,952-18.9% | $6,688-76.3% |
| Admin fee / account holder | $44 | $3,334-98.7% | $2,829-98.4% | $13,397-99.7% |