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 | $74,470 | $92,222-19.2% | $76,768-3.0% | $135,375-45.0% |
| Participation rate | 90.0% | 79.8%+10.2pp | 77.0%+13.0pp | 82.6%+7.4pp |
| Annual return | -7.16% | 5.46%-12.6pp | 2.43%-9.6pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,086 | $3,216-66.2% | $2,485-56.3% | $4,779-77.3% |
| Participant deferral / active EE | $3,047 | $4,509-32.4% | $3,852-20.9% | $5,609-45.7% |
| Admin fee / account holder | $77 | $10,748-99.3% | $6,675-98.8% | $10,827-99.3% |