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 | $91,596 | $100,754-9.1% | $86,677+5.7% | $134,475-31.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.54% | 29.04%-45.6pp | 35.91%-52.4pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,047 | $3,489-41.3% | $2,836-27.8% | $4,740-56.8% |
| Participant deferral / active EE | $1,835 | $5,338-65.6% | $4,656-60.6% | $6,400-71.3% |
| Admin fee / account holder | $199 | $10,926-98.2% | $7,493-97.3% | $11,426-98.3% |