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 | $67,462 | $105,860-36.3% | $90,749-25.7% | $134,475-49.8% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.7%+11.8pp | 81.2%+6.3pp |
| Annual return | -19.15% | -11.01%-8.1pp | -12.16%-7.0pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,866 | $3,462-46.1% | $2,921-36.1% | $4,740-60.6% |
| Participant deferral / active EE | $6,348 | $5,216+21.7% | $4,564+39.1% | $6,400-0.8% |
| Admin fee / account holder | $240 | $13,938-98.3% | $8,445-97.2% | $11,426-97.9% |