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 | $117,875 | $95,971+22.8% | $74,550+58.1% | $135,375-12.9% |
| Participation rate | 70.0% | 75.7%-5.7pp | 69.1%+0.9pp | 82.6%-12.6pp |
| Annual return | -6.24% | 56.96%-63.2pp | 32.53%-38.8pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,271 | $2,716-53.2% | $1,961-35.2% | $4,779-73.4% |
| Participant deferral / active EE | $6,219 | $3,843+61.8% | $3,108+100.1% | $5,609+10.9% |
| Admin fee / account holder | $22 | $6,522-99.7% | $5,060-99.6% | $10,827-99.8% |