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 | $98,489 | $76,000+29.6% | $154,107-36.1% | $64,186+53.4% |
| Participation rate | 70.0% | 70.4%-0.4pp | 83.0%-13.0pp | 69.6%+0.4pp |
| Annual return | -6.87% | 30.32%-37.2pp | 735.12%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,399 | $3,351-58.3% | $5,298-73.6% | $2,381-41.2% |
| Participant deferral / active EE | $2,694 | $3,175-15.1% | $5,081-47.0% | $3,470-22.3% |
| Admin fee / account holder | $49 | $5,596-99.1% | $13,411-99.6% | $4,888-99.0% |