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 | $102,323 | $95,971+6.6% | $74,550+37.3% | $135,375-24.4% |
| Participation rate | 78.9% | 75.7%+3.3pp | 69.1%+9.8pp | 82.6%-3.7pp |
| Annual return | -0.14% | 56.96%-57.1pp | 32.53%-32.7pp | 519.73%-519.9pp |
| Employer contribution / active EE | $1,122 | $2,716-58.7% | $1,961-42.8% | $4,779-76.5% |
| Participant deferral / active EE | $3,765 | $3,843-2.0% | $3,108+21.1% | $5,609-32.9% |
| Admin fee / account holder | $9 | $6,522-99.9% | $5,060-99.8% | $10,827-99.9% |