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 | $111,065 | $105,860+4.9% | $90,749+22.4% | $134,475-17.4% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | -18.63% | -11.01%-7.6pp | -12.16%-6.5pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,757 | $3,462-49.3% | $2,921-39.9% | $4,740-62.9% |
| Participant deferral / active EE | $5,612 | $5,216+7.6% | $4,564+23.0% | $6,400-12.3% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |