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 | $108,545 | $105,860+2.5% | $90,749+19.6% | $134,475-19.3% |
| Participation rate | 88.9% | 78.2%+10.6pp | 75.7%+13.2pp | 81.2%+7.7pp |
| Annual return | -16.99% | -11.01%-6.0pp | -12.16%-4.8pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,625 | $3,462-24.2% | $2,921-10.1% | $4,740-44.6% |
| Participant deferral / active EE | $8,737 | $5,216+67.5% | $4,564+91.4% | $6,400+36.5% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |