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 | $109,180 | $100,754+8.4% | $86,677+26.0% | $134,475-18.8% |
| Participation rate | 81.8% | 78.9%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -17.81% | 29.04%-46.8pp | 35.91%-53.7pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,319 | $3,489-33.5% | $2,836-18.3% | $4,740-51.1% |
| Participant deferral / active EE | $4,151 | $5,338-22.2% | $4,656-10.8% | $6,400-35.1% |
| Admin fee / account holder | $7 | $10,926-99.9% | $7,493-99.9% | $11,426-99.9% |