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 | $171,394 | $95,862+78.8% | $79,550+115.5% | $134,475+27.5% |
| Participation rate | 73.3% | 75.0%-1.7pp | 69.5%+3.8pp | 81.2%-7.9pp |
| Annual return | -3.12% | -2.69%-0.4pp | 0.16%-3.3pp | 417.96%-421.1pp |
| Employer contribution / active EE | $1,374 | $3,128-56.1% | $2,413-43.1% | $4,740-71.0% |
| Participant deferral / active EE | $6,163 | $4,693+31.3% | $3,985+54.6% | $6,400-3.7% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |