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 | $119,265 | $82,664+44.3% | $125,339-4.8% | $68,494+74.1% |
| Participation rate | 77.8% | 75.0%+2.7pp | 82.4%-4.6pp | 67.9%+9.9pp |
| Annual return | -18.66% | -5.97%-12.7pp | 572.05%-590.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,111 | $3,381-67.1% | $4,814-76.9% | $2,596-57.2% |
| Participant deferral / active EE | $14,797 | $6,110+142.2% | $7,446+98.7% | $4,027+267.4% |
| Admin fee / account holder | $142 | $6,275-97.7% | $10,010-98.6% | $5,403-97.4% |