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 | $106,056 | $76,000+39.5% | $154,107-31.2% | $64,186+65.2% |
| Participation rate | 85.2% | 70.4%+14.8pp | 83.0%+2.1pp | 69.6%+15.6pp |
| Annual return | -4.04% | 30.32%-34.4pp | 735.12%-739.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,872 | $3,351-44.1% | $5,298-64.7% | $2,381-21.4% |
| Participant deferral / active EE | $4,038 | $3,175+27.2% | $5,081-20.5% | $3,470+16.4% |
| Admin fee / account holder | $16 | $5,596-99.7% | $13,411-99.9% | $4,888-99.7% |