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 | $78,079 | $82,286-5.1% | $68,791+13.5% | $134,475-41.9% |
| Participation rate | 85.7% | 75.1%+10.7pp | 69.0%+16.7pp | 81.2%+4.5pp |
| Annual return | -17.30% | -2.19%-15.1pp | -6.38%-10.9pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,715 | $3,301-48.0% | $2,655-35.4% | $4,740-63.8% |
| Participant deferral / active EE | $2,094 | $4,739-55.8% | $3,941-46.9% | $6,400-67.3% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |