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 | $95,574 | $107,791-11.3% | $90,645+5.4% | $135,375-29.4% |
| Participation rate | 75.0% | 78.0%-3.0pp | 74.0%+1.0pp | 82.6%-7.6pp |
| Annual return | -5.46% | -0.90%-4.6pp | 1.88%-7.3pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,569 | $3,018-48.0% | $2,532-38.0% | $4,779-67.2% |
| Participant deferral / active EE | $6,324 | $3,872+63.3% | $3,425+84.7% | $5,609+12.8% |
| Admin fee / account holder | $6 | $5,930-99.9% | $4,994-99.9% | $10,827-99.9% |