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 | $79,365 | $76,000+4.4% | $154,107-48.5% | $64,186+23.6% |
| Participation rate | 97.6% | 70.4%+27.1pp | 83.0%+14.5pp | 69.6%+28.0pp |
| Annual return | -6.79% | 30.32%-37.1pp | 735.12%-741.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $4,963 | $3,351+48.1% | $5,298-6.3% | $2,381+108.5% |
| Participant deferral / active EE | $3,792 | $3,175+19.4% | $5,081-25.4% | $3,470+9.3% |
| Admin fee / account holder | $54 | $5,596-99.0% | $13,411-99.6% | $4,888-98.9% |