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 | $161,637 | $95,862+68.6% | $79,550+103.2% | $134,475+20.2% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -12.01% | -2.69%-9.3pp | 0.16%-12.2pp | 417.96%-430.0pp |
| Employer contribution / active EE | $1,661 | $3,128-46.9% | $2,413-31.2% | $4,740-65.0% |
| Participant deferral / active EE | $8,572 | $4,693+82.7% | $3,985+115.1% | $6,400+33.9% |
| Admin fee / account holder | $24 | $9,126-99.7% | $6,832-99.6% | $11,426-99.8% |