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 | $89,788 | $88,594+1.3% | $70,092+28.1% | $134,475-33.2% |
| Participation rate | 90.9% | 74.9%+16.0pp | 70.5%+20.4pp | 81.2%+9.7pp |
| Annual return | 0.17% | 442.67%-442.5pp | 190.73%-190.6pp | 417.96%-417.8pp |
| Employer contribution / active EE | $1,443 | $3,233-55.4% | $2,559-43.6% | $4,740-69.6% |
| Participant deferral / active EE | $4,029 | $4,772-15.6% | $3,849+4.7% | $6,400-37.0% |
| Admin fee / account holder | $50 | $10,441-99.5% | $6,267-99.2% | $11,426-99.6% |