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 | $108,462 | $92,703+17.0% | $82,719+31.1% | $134,475-19.3% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 81.2%-11.2pp |
| Annual return | -20.75% | 944.92%-965.7pp | 701.18%-721.9pp | 417.96%-438.7pp |
| Employer contribution / active EE | $3,420 | $3,274+4.5% | $3,009+13.7% | $4,740-27.8% |
| Participant deferral / active EE | $7,885 | $4,802+64.2% | $4,395+79.4% | $6,400+23.2% |
| Admin fee / account holder | $36 | $5,983-99.4% | $5,329-99.3% | $11,426-99.7% |