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 | $94,676 | $71,883+31.7% | $86,677+9.2% | $68,494+38.2% |
| Participation rate | 85.2% | 72.2%+12.9pp | 76.6%+8.6pp | 67.9%+17.3pp |
| Annual return | -14.85% | 3.52%-18.4pp | 35.91%-50.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $851 | $2,173-60.8% | $2,836-70.0% | $2,596-67.2% |
| Participant deferral / active EE | $3,454 | $3,779-8.6% | $4,656-25.8% | $4,027-14.2% |
| Admin fee / account holder | $228 | $6,112-96.3% | $7,493-97.0% | $5,403-95.8% |