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 | $112,943 | $91,911+22.9% | $68,793+64.2% | $135,375-16.6% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -4.11% | -8.22%+4.1pp | -4.63%+0.5pp | 519.73%-523.8pp |
| Employer contribution / active EE | $3,853 | $3,924-1.8% | $2,625+46.8% | $4,779-19.4% |
| Participant deferral / active EE | $6,281 | $4,315+45.6% | $3,311+89.7% | $5,609+12.0% |
| Admin fee / account holder | $4 | $9,240-100.0% | $5,131-99.9% | $10,827-100.0% |