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 8-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 | $98,601 | $69,518+41.8% | $59,878+64.7% | $135,375-27.2% |
| Participation rate | 87.0% | 77.8%+9.1pp | 74.7%+12.3pp | 82.6%+4.3pp |
| Annual return | -4.26% | 7.94%-12.2pp | 3.46%-7.7pp | 519.73%-524.0pp |
| Employer contribution / active EE | $2,417 | $3,235-25.3% | $2,722-11.2% | $4,779-49.4% |
| Participant deferral / active EE | $4,791 | $4,206+13.9% | $3,402+40.8% | $5,609-14.6% |
| Admin fee / account holder | $26 | $5,734-99.6% | $3,590-99.3% | $10,827-99.8% |