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 | $129,773 | $100,754+28.8% | $86,677+49.7% | $134,475-3.5% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -14.67% | 29.04%-43.7pp | 35.91%-50.6pp | 417.96%-432.6pp |
| Employer contribution / active EE | $11,289 | $3,489+223.5% | $2,836+298.0% | $4,740+138.2% |
| Participant deferral / active EE | $3,423 | $5,338-35.9% | $4,656-26.5% | $6,400-46.5% |
| Admin fee / account holder | $12 | $10,926-99.9% | $7,493-99.8% | $11,426-99.9% |