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 | $106,423 | $138,065-22.9% | $123,544-13.9% | $135,375-21.4% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -8.44% | 153.68%-162.1pp | 119.20%-127.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $3,384 | $5,151-34.3% | $4,628-26.9% | $4,779-29.2% |
| Participant deferral / active EE | $9,637 | $6,799+41.7% | $6,426+50.0% | $5,609+71.8% |
| Admin fee / account holder | $28 | $10,916-99.7% | $9,284-99.7% | $10,827-99.7% |