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 | $88,751 | $95,862-7.4% | $79,550+11.6% | $134,475-34.0% |
| Participation rate | 78.3% | 75.0%+3.2pp | 69.5%+8.8pp | 81.2%-3.0pp |
| Annual return | -13.40% | -2.69%-10.7pp | 0.16%-13.6pp | 417.96%-431.4pp |
| Employer contribution / active EE | $1,996 | $3,128-36.2% | $2,413-17.3% | $4,740-57.9% |
| Participant deferral / active EE | $4,031 | $4,693-14.1% | $3,985+1.1% | $6,400-37.0% |
| Admin fee / account holder | $5 | $9,126-100.0% | $6,832-99.9% | $11,426-100.0% |