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 | $53,481 | $106,890-50.0% | $84,015-36.3% | $152,861-65.0% |
| Participation rate | 73.7% | 75.2%-1.6pp | 69.0%+4.7pp | 82.4%-8.8pp |
| Annual return | 26.26% | 104.99%-78.7pp | 71.31%-45.0pp | 345.32%-319.1pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,435 | $4,011-64.2% | $3,239-55.7% | $5,850-75.5% |
| Admin fee / account holder | $77 | $8,285-99.1% | $6,101-98.7% | $11,596-99.3% |