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 | $77,335 | $133,958-42.3% | $112,228-31.1% | $134,475-42.5% |
| Participation rate | 86.4% | 78.6%+7.8pp | 75.1%+11.3pp | 81.2%+5.1pp |
| Annual return | -13.83% | 47.11%-60.9pp | 27.45%-41.3pp | 417.96%-431.8pp |
| Employer contribution / active EE | $4,956 | $4,038+22.7% | $3,635+36.3% | $4,740+4.6% |
| Participant deferral / active EE | $6,848 | $5,291+29.4% | $4,728+44.8% | $6,400+7.0% |
| Admin fee / account holder | $207 | $7,489-97.2% | $6,410-96.8% | $11,426-98.2% |