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 8-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 | $73,096 | $96,305-24.1% | $80,569-9.3% | $139,434-47.6% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 15.56% | 1350.08%-1334.5pp | 935.43%-919.9pp | 372.94%-357.4pp |
| Employer contribution / active EE | $2,405 | $3,262-26.3% | $2,723-11.7% | $4,751-49.4% |
| Participant deferral / active EE | $3,292 | $5,232-37.1% | $4,447-26.0% | $6,710-50.9% |
| Admin fee / account holder | $30 | $6,599-99.5% | $5,377-99.4% | $11,403-99.7% |