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 | $116,938 | $100,754+16.1% | $86,677+34.9% | $134,475-13.0% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -16.59% | 29.04%-45.6pp | 35.91%-52.5pp | 417.96%-434.6pp |
| Employer contribution / active EE | $3,488 | $3,4890% | $2,836+23.0% | $4,740-26.4% |
| Participant deferral / active EE | $8,386 | $5,338+57.1% | $4,656+80.1% | $6,400+31.0% |
| Admin fee / account holder | $25 | $10,926-99.8% | $7,493-99.7% | $11,426-99.8% |