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 | $72,075 | $99,032-27.2% | $80,019-9.9% | $135,375-46.8% |
| Participation rate | 85.7% | 78.4%+7.4pp | 75.8%+9.9pp | 82.6%+3.1pp |
| Annual return | -7.87% | 15.39%-23.3pp | 11.22%-19.1pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,276 | $3,043-58.1% | $2,468-48.3% | $4,779-73.3% |
| Participant deferral / active EE | $2,266 | $4,282-47.1% | $3,686-38.5% | $5,609-59.6% |
| Admin fee / account holder | $8 | $10,436-99.9% | $6,521-99.9% | $10,827-99.9% |