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 5-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 | $116,253 | $105,860+9.8% | $90,749+28.1% | $134,475-13.6% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -16.28% | -11.01%-5.3pp | -12.16%-4.1pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,730 | $3,462-21.1% | $2,921-6.5% | $4,740-42.4% |
| Participant deferral / active EE | $3,346 | $5,216-35.8% | $4,564-26.7% | $6,400-47.7% |
| Admin fee / account holder | $38 | $13,938-99.7% | $8,445-99.6% | $11,426-99.7% |