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 | $103,274 | $147,167-29.8% | $111,392-7.3% | $135,375-23.7% |
| Participation rate | 92.9% | 84.0%+8.8pp | 78.9%+14.0pp | 82.6%+10.2pp |
| Annual return | -1.74% | -4.44%+2.7pp | -2.06%+0.3pp | 519.73%-521.5pp |
| Employer contribution / active EE | $1,392 | $5,204-73.3% | $4,328-67.8% | $4,779-70.9% |
| Participant deferral / active EE | $5,065 | $6,565-22.8% | $5,567-9.0% | $5,609-9.7% |
| Admin fee / account holder | $0 | $20,270-100.0% | $12,266-100.0% | $10,827-100.0% |