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 | $94,317 | $96,305-2.1% | $80,569+17.1% | $139,434-32.4% |
| Participation rate | 71.4% | 73.6%-2.2pp | 67.0%+4.4pp | 80.3%-8.9pp |
| Annual return | 13.06% | 1350.08%-1337.0pp | 935.43%-922.4pp | 372.94%-359.9pp |
| Employer contribution / active EE | $3,062 | $3,262-6.1% | $2,723+12.4% | $4,751-35.6% |
| Participant deferral / active EE | $6,570 | $5,232+25.6% | $4,447+47.7% | $6,710-2.1% |
| Admin fee / account holder | $6 | $6,599-99.9% | $5,377-99.9% | $11,403-99.9% |