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 | $59,529 | $105,860-43.8% | $90,749-34.4% | $134,475-55.7% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.7%+11.8pp | 81.2%+6.3pp |
| Annual return | -18.71% | -11.01%-7.7pp | -12.16%-6.5pp | 417.96%-436.7pp |
| Employer contribution / active EE | $3,673 | $3,462+6.1% | $2,921+25.8% | $4,740-22.5% |
| Participant deferral / active EE | $8,550 | $5,216+63.9% | $4,564+87.3% | $6,400+33.6% |
| Admin fee / account holder | $251 | $13,938-98.2% | $8,445-97.0% | $11,426-97.8% |