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 | $118,399 | $97,757+21.1% | $83,848+41.2% | $135,375-12.5% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -5.19% | 1287.37%-1292.6pp | 850.88%-856.1pp | 519.73%-524.9pp |
| Employer contribution / active EE | $2,915 | $4,222-30.9% | $3,631-19.7% | $4,779-39.0% |
| Participant deferral / active EE | $7,961 | $4,682+70.0% | $4,082+95.1% | $5,609+41.9% |
| Admin fee / account holder | $15 | $6,674-99.8% | $5,478-99.7% | $10,827-99.9% |