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 | $109,510 | $133,958-18.3% | $112,228-2.4% | $134,475-18.6% |
| Participation rate | 92.9% | 78.6%+14.3pp | 75.1%+17.8pp | 81.2%+11.6pp |
| Annual return | -17.80% | 47.11%-64.9pp | 27.45%-45.2pp | 417.96%-435.8pp |
| Employer contribution / active EE | $6,955 | $4,038+72.2% | $3,635+91.3% | $4,740+46.7% |
| Participant deferral / active EE | $7,185 | $5,291+35.8% | $4,728+52.0% | $6,400+12.3% |
| Admin fee / account holder | $60 | $7,489-99.2% | $6,410-99.1% | $11,426-99.5% |