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 | $88,287 | $133,958-34.1% | $112,228-21.3% | $134,475-34.3% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -10.33% | 47.11%-57.4pp | 27.45%-37.8pp | 417.96%-428.3pp |
| Employer contribution / active EE | $1,250 | $4,038-69.0% | $3,635-65.6% | $4,740-73.6% |
| Participant deferral / active EE | $3,471 | $5,291-34.4% | $4,728-26.6% | $6,400-45.8% |
| Admin fee / account holder | $18 | $7,489-99.8% | $6,410-99.7% | $11,426-99.8% |