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 | $94,179 | $95,862-1.8% | $79,550+18.4% | $134,475-30.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.83% | -2.69%-15.1pp | 0.16%-18.0pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,868 | $3,128-8.3% | $2,413+18.9% | $4,740-39.5% |
| Participant deferral / active EE | $3,144 | $4,693-33.0% | $3,985-21.1% | $6,400-50.9% |
| Admin fee / account holder | $125 | $9,126-98.6% | $6,832-98.2% | $11,426-98.9% |