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 | $96,812 | $90,600+6.9% | $79,464+21.8% | $135,375-28.5% |
| Participation rate | 94.4% | 76.0%+18.4pp | 73.3%+21.1pp | 82.6%+11.8pp |
| Annual return | -6.43% | 977.43%-983.9pp | 718.14%-724.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $3,930 | $3,068+28.1% | $2,800+40.3% | $4,779-17.8% |
| Participant deferral / active EE | $6,462 | $4,050+59.5% | $3,704+74.5% | $5,609+15.2% |
| Admin fee / account holder | $73 | $5,907-98.8% | $5,113-98.6% | $10,827-99.3% |