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 | $100,547 | $133,958-24.9% | $112,228-10.4% | $134,475-25.2% |
| Participation rate | 84.6% | 78.6%+6.1pp | 75.1%+9.6pp | 81.2%+3.4pp |
| Annual return | -18.20% | 47.11%-65.3pp | 27.45%-45.6pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,733 | $4,038-32.3% | $3,635-24.8% | $4,740-42.3% |
| Participant deferral / active EE | $7,589 | $5,291+43.4% | $4,728+60.5% | $6,400+18.6% |
| Admin fee / account holder | $7 | $7,489-99.9% | $6,410-99.9% | $11,426-99.9% |