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 | $179,250 | $107,791+66.3% | $90,645+97.7% | $135,375+32.4% |
| Participation rate | 95.7% | 78.0%+17.6pp | 74.0%+21.6pp | 82.6%+13.0pp |
| Annual return | -5.20% | -0.90%-4.3pp | 1.88%-7.1pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,735 | $3,018-42.5% | $2,532-31.5% | $4,779-63.7% |
| Participant deferral / active EE | $8,038 | $3,872+107.6% | $3,425+134.7% | $5,609+43.3% |
| Admin fee / account holder | $58 | $5,930-99.0% | $4,994-98.8% | $10,827-99.5% |