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 | $100,108 | $93,024+7.6% | $77,024+30.0% | $134,475-25.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -8.35% | 62.60%-70.9pp | 42.32%-50.7pp | 417.96%-426.3pp |
| Employer contribution / active EE | $1,855 | $3,418-45.7% | $2,812-34.1% | $4,740-60.9% |
| Participant deferral / active EE | $4,585 | $5,238-12.5% | $4,426+3.6% | $6,400-28.4% |
| Admin fee / account holder | $111 | $6,944-98.4% | $5,425-97.9% | $11,426-99.0% |