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 | $89,338 | $67,331+32.7% | $60,874+46.8% | $134,475-33.6% |
| Participation rate | 84.2% | 76.2%+8.0pp | 73.1%+11.1pp | 81.2%+3.0pp |
| Annual return | -17.65% | 49.93%-67.6pp | 16.90%-34.5pp | 417.96%-435.6pp |
| Employer contribution / active EE | $3,253 | $3,096+5.1% | $2,701+20.4% | $4,740-31.4% |
| Participant deferral / active EE | $6,957 | $4,538+53.3% | $3,817+82.3% | $6,400+8.7% |
| Admin fee / account holder | $150 | $4,582-96.7% | $3,224-95.3% | $11,426-98.7% |