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 | $57,818 | $73,004-20.8% | $90,749-36.3% | $68,494-15.6% |
| Participation rate | 89.7% | 70.8%+18.9pp | 75.7%+14.1pp | 67.9%+21.9pp |
| Annual return | -17.14% | -13.81%-3.3pp | -12.16%-5.0pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,669 | $2,193-23.9% | $2,921-42.9% | $2,596-35.7% |
| Participant deferral / active EE | $4,920 | $3,627+35.7% | $4,564+7.8% | $4,027+22.2% |
| Admin fee / account holder | $235 | $5,896-96.0% | $8,445-97.2% | $5,403-95.7% |