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 | $153,078 | $95,862+59.7% | $79,550+92.4% | $134,475+13.8% |
| Participation rate | 95.5% | 75.0%+20.4pp | 69.5%+26.0pp | 81.2%+14.2pp |
| Annual return | -10.38% | -2.69%-7.7pp | 0.16%-10.5pp | 417.96%-428.3pp |
| Employer contribution / active EE | $4,260 | $3,128+36.2% | $2,413+76.5% | $4,740-10.1% |
| Participant deferral / active EE | $4,947 | $4,693+5.4% | $3,985+24.1% | $6,400-22.7% |
| Admin fee / account holder | $159 | $9,126-98.3% | $6,832-97.7% | $11,426-98.6% |