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 | $76,260 | $96,484-21.0% | $75,886+0.5% | $152,861-50.1% |
| Participation rate | 81.8% | 76.2%+5.6pp | 69.3%+12.5pp | 82.4%-0.6pp |
| Annual return | 30.69% | 33.98%-3.3pp | 30.76%-0.1pp | 345.32%-314.6pp |
| Employer contribution / active EE | $1,285 | $3,309-61.2% | $2,500-48.6% | $4,762-73.0% |
| Participant deferral / active EE | $1,800 | $4,553-60.5% | $3,603-50.0% | $5,850-69.2% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |