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 | $110,412 | $138,065-20.0% | $123,544-10.6% | $135,375-18.4% |
| Participation rate | 94.4% | 84.7%+9.7pp | 82.3%+12.1pp | 82.6%+11.8pp |
| Annual return | -6.62% | 153.68%-160.3pp | 119.20%-125.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,445 | $5,151-72.0% | $4,628-68.8% | $4,779-69.8% |
| Participant deferral / active EE | $2,346 | $6,799-65.5% | $6,426-63.5% | $5,609-58.2% |
| Admin fee / account holder | $168 | $10,916-98.5% | $9,284-98.2% | $10,827-98.5% |