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 | $123,955 | $93,024+33.3% | $77,024+60.9% | $134,475-7.8% |
| Participation rate | 78.6% | 74.5%+4.1pp | 67.9%+10.7pp | 81.2%-2.7pp |
| Annual return | -18.74% | 62.60%-81.3pp | 42.32%-61.1pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,148 | $3,418-37.2% | $2,812-23.6% | $4,740-54.7% |
| Participant deferral / active EE | $4,648 | $5,238-11.3% | $4,426+5.0% | $6,400-27.4% |
| Admin fee / account holder | $190 | $6,944-97.3% | $5,425-96.5% | $11,426-98.3% |