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 | $101,097 | $105,860-4.5% | $90,749+11.4% | $134,475-24.8% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | -19.18% | -11.01%-8.2pp | -12.16%-7.0pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,186 | $3,462-36.9% | $2,921-25.2% | $4,740-53.9% |
| Participant deferral / active EE | $5,854 | $5,216+12.2% | $4,564+28.3% | $6,400-8.5% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |