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 | $105,726 | $73,004+44.8% | $90,749+16.5% | $68,494+54.4% |
| Participation rate | 85.7% | 70.8%+14.9pp | 75.7%+10.0pp | 67.9%+17.8pp |
| Annual return | -16.43% | -13.81%-2.6pp | -12.16%-4.3pp | -7.84%-8.6pp |
| Employer contribution / active EE | $4,450 | $2,193+102.9% | $2,921+52.4% | $2,596+71.4% |
| Participant deferral / active EE | $4,033 | $3,627+11.2% | $4,564-11.6% | $4,027+0.1% |
| Admin fee / account holder | $276 | $5,896-95.3% | $8,445-96.7% | $5,403-94.9% |