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 | $72,746 | $95,862-24.1% | $79,550-8.6% | $134,475-45.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -18.52% | -2.69%-15.8pp | 0.16%-18.7pp | 417.96%-436.5pp |
| Employer contribution / active EE | $5,723 | $3,128+83.0% | $2,413+137.2% | $4,740+20.8% |
| Participant deferral / active EE | $3,407 | $4,693-27.4% | $3,985-14.5% | $6,400-46.8% |
| Admin fee / account holder | $32 | $9,126-99.7% | $6,832-99.5% | $11,426-99.7% |