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 | $69,900 | $95,862-27.1% | $79,550-12.1% | $134,475-48.0% |
| Participation rate | 92.3% | 75.0%+17.3pp | 69.5%+22.8pp | 81.2%+11.1pp |
| Annual return | -14.09% | -2.69%-11.4pp | 0.16%-14.3pp | 417.96%-432.1pp |
| Employer contribution / active EE | $914 | $3,128-70.8% | $2,413-62.1% | $4,740-80.7% |
| Participant deferral / active EE | $1,405 | $4,693-70.1% | $3,985-64.8% | $6,400-78.1% |
| Admin fee / account holder | $122 | $9,126-98.7% | $6,832-98.2% | $11,426-98.9% |