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 | $94,514 | $95,862-1.4% | $79,550+18.8% | $134,475-29.7% |
| Participation rate | 88.9% | 75.0%+13.9pp | 69.5%+19.4pp | 81.2%+7.7pp |
| Annual return | -15.11% | -2.69%-12.4pp | 0.16%-15.3pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,747 | $3,128-44.1% | $2,413-27.6% | $4,740-63.1% |
| Participant deferral / active EE | $4,797 | $4,693+2.2% | $3,985+20.4% | $6,400-25.0% |
| Admin fee / account holder | $174 | $9,126-98.1% | $6,832-97.5% | $11,426-98.5% |