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 | $124,840 | $82,664+51.0% | $125,339-0.4% | $68,494+82.3% |
| Participation rate | 93.1% | 75.0%+18.1pp | 82.4%+10.7pp | 67.9%+25.2pp |
| Annual return | -16.59% | -5.97%-10.6pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $5,479 | $3,381+62.0% | $4,814+13.8% | $2,596+111.0% |
| Participant deferral / active EE | $8,747 | $6,110+43.1% | $7,446+17.5% | $4,027+117.2% |
| Admin fee / account holder | $74 | $6,275-98.8% | $10,010-99.3% | $5,403-98.6% |