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 | $129,383 | $105,860+22.2% | $90,749+42.6% | $134,475-3.8% |
| Participation rate | 90.0% | 78.2%+11.8pp | 75.7%+14.3pp | 81.2%+8.8pp |
| Annual return | -15.76% | -11.01%-4.8pp | -12.16%-3.6pp | 417.96%-433.7pp |
| Employer contribution / active EE | $5,792 | $3,462+67.3% | $2,921+98.3% | $4,740+22.2% |
| Participant deferral / active EE | $7,673 | $5,216+47.1% | $4,564+68.1% | $6,400+19.9% |
| Admin fee / account holder | $185 | $13,938-98.7% | $8,445-97.8% | $11,426-98.4% |