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 | $134,163 | $100,754+33.2% | $86,677+54.8% | $134,475-0.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.32% | 29.04%-44.4pp | 35.91%-51.2pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,414 | $3,489-30.8% | $2,836-14.9% | $4,740-49.1% |
| Participant deferral / active EE | $4,957 | $5,338-7.1% | $4,656+6.5% | $6,400-22.5% |
| Admin fee / account holder | $30 | $10,926-99.7% | $7,493-99.6% | $11,426-99.7% |