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 | $106,046 | $95,971+10.5% | $74,550+42.2% | $135,375-21.7% |
| Participation rate | 72.7% | 75.7%-2.9pp | 69.1%+3.6pp | 82.6%-9.9pp |
| Annual return | -4.99% | 56.96%-62.0pp | 32.53%-37.5pp | 519.73%-524.7pp |
| Employer contribution / active EE | $348 | $2,716-87.2% | $1,961-82.2% | $4,779-92.7% |
| Participant deferral / active EE | $1,875 | $3,843-51.2% | $3,108-39.7% | $5,609-66.6% |
| Admin fee / account holder | $291 | $6,522-95.5% | $5,060-94.3% | $10,827-97.3% |