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 | $77,124 | $73,515+4.9% | $62,995+22.4% | $147,584-47.7% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.8%+5.2pp | 82.8%-2.8pp |
| Annual return | 20.73% | 175.43%-154.7pp | 87.57%-66.8pp | 578.55%-557.8pp |
| Employer contribution / active EE | $1,905 | $3,320-42.6% | $2,759-31.0% | $4,876-60.9% |
| Participant deferral / active EE | $1,905 | $4,185-54.5% | $3,329-42.8% | $5,439-65.0% |
| Admin fee / account holder | $111 | $5,953-98.1% | $3,600-96.9% | $10,885-99.0% |