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 | $91,530 | $99,652-8.2% | $78,778+16.2% | $147,584-38.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 13.59% | 47.28%-33.7pp | 35.62%-22.0pp | 578.55%-565.0pp |
| Employer contribution / active EE | $1,081 | $2,796-61.3% | $1,986-45.6% | $4,876-77.8% |
| Participant deferral / active EE | $3,468 | $3,664-5.3% | $2,958+17.2% | $5,439-36.2% |
| Admin fee / account holder | $13 | $7,155-99.8% | $5,134-99.8% | $10,885-99.9% |