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 | $139,706 | $82,664+69.0% | $125,339+11.5% | $68,494+104.0% |
| Participation rate | 76.3% | 75.0%+1.3pp | 82.4%-6.1pp | 67.9%+8.4pp |
| Annual return | -15.79% | -5.97%-9.8pp | 572.05%-587.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,430 | $3,381-57.7% | $4,814-70.3% | $2,596-44.9% |
| Participant deferral / active EE | $7,702 | $6,110+26.0% | $7,446+3.4% | $4,027+91.3% |
| Admin fee / account holder | $0 | $6,275-100.0% | $10,010-100.0% | $5,403-100.0% |