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 | $127,965 | $105,860+20.9% | $90,749+41.0% | $134,475-4.8% |
| Participation rate | 91.7% | 78.2%+13.4pp | 75.7%+16.0pp | 81.2%+10.4pp |
| Annual return | -17.54% | -11.01%-6.5pp | -12.16%-5.4pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,067 | $3,462-40.3% | $2,921-29.2% | $4,740-56.4% |
| Participant deferral / active EE | $4,235 | $5,216-18.8% | $4,564-7.2% | $6,400-33.8% |
| Admin fee / account holder | $87 | $13,938-99.4% | $8,445-99.0% | $11,426-99.2% |