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 | $79,082 | $106,890-26.0% | $84,015-5.9% | $152,861-48.3% |
| Participation rate | 70.0% | 75.2%-5.2pp | 69.0%+1.0pp | 82.4%-12.4pp |
| Annual return | 22.87% | 104.99%-82.1pp | 71.31%-48.4pp | 345.32%-322.4pp |
| Employer contribution / active EE | $2,330 | $2,734-14.8% | $1,983+17.4% | $4,762-51.1% |
| Participant deferral / active EE | $6,743 | $4,011+68.1% | $3,239+108.2% | $5,850+15.3% |
| Admin fee / account holder | $10 | $8,285-99.9% | $6,101-99.8% | $11,596-99.9% |