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 | $78,872 | $167,307-52.9% | $143,757-45.1% | $134,475-41.3% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -17.41% | 0.46%-17.9pp | -0.04%-17.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $6,429 | $5,619+14.4% | $4,951+29.8% | $4,740+35.6% |
| Participant deferral / active EE | $6,584 | $6,446+2.1% | $5,637+16.8% | $6,400+2.9% |
| Admin fee / account holder | $8 | $18,088-100.0% | $14,673-99.9% | $11,426-99.9% |