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 | $76,462 | $72,404+5.6% | $110,238-30.6% | $64,186+19.1% |
| Participation rate | 91.2% | 73.3%+17.8pp | 79.8%+11.4pp | 69.6%+21.6pp |
| Annual return | -4.27% | -6.29%+2.0pp | 314.74%-319.0pp | 7.63%-11.9pp |
| Employer contribution / active EE | $5,489 | $2,282+140.6% | $3,826+43.4% | $2,381+130.5% |
| Participant deferral / active EE | $7,509 | $3,469+116.5% | $4,672+60.7% | $3,470+116.4% |
| Admin fee / account holder | $232 | $5,664-95.9% | $8,547-97.3% | $4,888-95.2% |