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 | $90,561 | $76,000+19.2% | $154,107-41.2% | $64,186+41.1% |
| Participation rate | 92.0% | 70.4%+21.6pp | 83.0%+9.0pp | 69.6%+22.4pp |
| Annual return | -6.00% | 30.32%-36.3pp | 735.12%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,257 | $3,351-32.6% | $5,298-57.4% | $2,381-5.2% |
| Participant deferral / active EE | $5,275 | $3,175+66.1% | $5,081+3.8% | $3,470+52.0% |
| Admin fee / account holder | $76 | $5,596-98.6% | $13,411-99.4% | $4,888-98.5% |