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 7-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 | $70,582 | $95,862-26.4% | $79,550-11.3% | $134,475-47.5% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | -11.02% | -2.69%-8.3pp | 0.16%-11.2pp | 417.96%-429.0pp |
| Employer contribution / active EE | $2,632 | $3,128-15.9% | $2,413+9.1% | $4,740-44.5% |
| Participant deferral / active EE | $8,182 | $4,693+74.3% | $3,985+105.3% | $6,400+27.8% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |