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 | $121,083 | $82,286+47.1% | $68,791+76.0% | $134,475-10.0% |
| Participation rate | 71.4% | 75.1%-3.6pp | 69.0%+2.4pp | 81.2%-9.8pp |
| Annual return | -16.52% | -2.19%-14.3pp | -6.38%-10.1pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,469 | $3,301-55.5% | $2,655-44.7% | $4,740-69.0% |
| Participant deferral / active EE | $4,725 | $4,739-0.3% | $3,941+19.9% | $6,400-26.2% |
| Admin fee / account holder | $21 | $6,481-99.7% | $4,932-99.6% | $11,426-99.8% |