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 | $120,172 | $105,860+13.5% | $90,749+32.4% | $134,475-10.6% |
| Participation rate | 90.9% | 78.2%+12.7pp | 75.7%+15.2pp | 81.2%+9.7pp |
| Annual return | -17.26% | -11.01%-6.2pp | -12.16%-5.1pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,144 | $3,462-38.1% | $2,921-26.6% | $4,740-54.8% |
| Participant deferral / active EE | $7,765 | $5,216+48.9% | $4,564+70.1% | $6,400+21.3% |
| Admin fee / account holder | $162 | $13,938-98.8% | $8,445-98.1% | $11,426-98.6% |