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 | $112,437 | $100,754+11.6% | $86,677+29.7% | $134,475-16.4% |
| Participation rate | 93.3% | 78.9%+14.4pp | 76.6%+16.8pp | 81.2%+12.1pp |
| Annual return | -13.28% | 29.04%-42.3pp | 35.91%-49.2pp | 417.96%-431.2pp |
| Employer contribution / active EE | $2,686 | $3,489-23.0% | $2,836-5.3% | $4,740-43.3% |
| Participant deferral / active EE | $4,595 | $5,338-13.9% | $4,656-1.3% | $6,400-28.2% |
| Admin fee / account holder | $123 | $10,926-98.9% | $7,493-98.4% | $11,426-98.9% |