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 5-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 | $65,686 | $88,751-26.0% | $81,812-19.7% | $145,922-55.0% |
| Participation rate | 78.3% | 75.0%+3.2pp | 72.3%+5.9pp | 80.3%-2.0pp |
| Annual return | 13.67% | 1025.40%-1011.7pp | 773.79%-760.1pp | 561.29%-547.6pp |
| Employer contribution / active EE | $3,308 | $3,083+7.3% | $2,912+13.6% | $4,660-29.0% |
| Participant deferral / active EE | $5,999 | $4,643+29.2% | $4,319+38.9% | $6,688-10.3% |
| Admin fee / account holder | $138 | $8,415-98.4% | $7,386-98.1% | $13,397-99.0% |