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 | $94,566 | $158,817-40.5% | $121,196-22.0% | $135,375-30.1% |
| Participation rate | 92.9% | 79.3%+13.6pp | 71.7%+21.1pp | 82.6%+10.2pp |
| Annual return | -6.97% | -0.64%-6.3pp | 16.93%-23.9pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,291 | $5,665-77.2% | $4,022-67.9% | $4,779-73.0% |
| Participant deferral / active EE | $5,318 | $4,005+32.8% | $3,344+59.0% | $5,609-5.2% |
| Admin fee / account holder | $5 | $6,512-99.9% | $5,019-99.9% | $10,827-100.0% |