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 | $96,738 | $100,754-4.0% | $86,677+11.6% | $134,475-28.1% |
| Participation rate | 70.6% | 78.9%-8.3pp | 76.6%-6.0pp | 81.2%-10.6pp |
| Annual return | -19.84% | 29.04%-48.9pp | 35.91%-55.7pp | 417.96%-437.8pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,496 | $5,338-34.5% | $4,656-24.9% | $6,400-45.4% |
| Admin fee / account holder | $244 | $10,926-97.8% | $7,493-96.7% | $11,426-97.9% |