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 | $177,032 | $92,222+92.0% | $76,768+130.6% | $135,375+30.8% |
| Participation rate | 77.8% | 79.8%-2.0pp | 77.0%+0.8pp | 82.6%-4.9pp |
| Annual return | -5.62% | 5.46%-11.1pp | 2.43%-8.0pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,300 | $3,216-59.6% | $2,485-47.7% | $4,779-72.8% |
| Participant deferral / active EE | $8,185 | $4,509+81.5% | $3,852+112.5% | $5,609+45.9% |
| Admin fee / account holder | $103 | $10,748-99.0% | $6,675-98.5% | $10,827-99.0% |