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 | $91,470 | $133,958-31.7% | $112,228-18.5% | $134,475-32.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.92% | 47.11%-59.0pp | 27.45%-39.4pp | 417.96%-429.9pp |
| Employer contribution / active EE | $2,802 | $4,038-30.6% | $3,635-22.9% | $4,740-40.9% |
| Participant deferral / active EE | $3,765 | $5,291-28.8% | $4,728-20.4% | $6,400-41.2% |
| Admin fee / account holder | $255 | $7,489-96.6% | $6,410-96.0% | $11,426-97.8% |