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 | $139,036 | $99,032+40.4% | $80,019+73.8% | $135,375+2.7% |
| Participation rate | 75.0% | 78.4%-3.4pp | 75.8%-0.8pp | 82.6%-7.6pp |
| Annual return | -8.03% | 15.39%-23.4pp | 11.22%-19.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,620 | $3,043-13.9% | $2,468+6.2% | $4,779-45.2% |
| Participant deferral / active EE | $7,949 | $4,282+85.6% | $3,686+115.7% | $5,609+41.7% |
| Admin fee / account holder | $27 | $10,436-99.7% | $6,521-99.6% | $10,827-99.8% |