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 | $91,310 | $82,664+10.5% | $125,339-27.1% | $68,494+33.3% |
| Participation rate | 70.7% | 75.0%-4.4pp | 82.4%-11.7pp | 67.9%+2.8pp |
| Annual return | -16.03% | -5.97%-10.1pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $6,788 | $3,381+100.8% | $4,814+41.0% | $2,596+161.5% |
| Participant deferral / active EE | $5,608 | $6,110-8.2% | $7,446-24.7% | $4,027+39.3% |
| Admin fee / account holder | $135 | $6,275-97.9% | $10,010-98.7% | $5,403-97.5% |