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 | $135,150 | $211,958-36.2% | $169,463-20.2% | $135,375-0.2% |
| Participation rate | 95.8% | 82.6%+13.2pp | 77.8%+18.1pp | 82.6%+13.2pp |
| Annual return | -7.01% | 3.26%-10.3pp | 1.83%-8.8pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,732 | $5,120-66.2% | $4,159-58.4% | $4,779-63.8% |
| Participant deferral / active EE | $10,126 | $6,075+66.7% | $5,277+91.9% | $5,609+80.5% |
| Admin fee / account holder | $291 | $11,471-97.5% | $9,109-96.8% | $10,827-97.3% |