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 | $73,711 | $92,703-20.5% | $82,719-10.9% | $134,475-45.2% |
| Participation rate | 78.6% | 75.2%+3.4pp | 72.6%+6.0pp | 81.2%-2.7pp |
| Annual return | 9.02% | 944.92%-935.9pp | 701.18%-692.2pp | 417.96%-408.9pp |
| Employer contribution / active EE | $3,857 | $3,274+17.8% | $3,009+28.2% | $4,740-18.6% |
| Participant deferral / active EE | $7,553 | $4,802+57.3% | $4,395+71.9% | $6,400+18.0% |
| Admin fee / account holder | $30 | $5,983-99.5% | $5,329-99.4% | $11,426-99.7% |