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 | $93,702 | $85,790+9.2% | $67,313+39.2% | $135,375-30.8% |
| Participation rate | 83.3% | 76.5%+6.9pp | 69.1%+14.3pp | 82.6%+0.7pp |
| Annual return | -8.94% | -0.54%-8.4pp | -4.08%-4.9pp | 519.73%-528.7pp |
| Employer contribution / active EE | $5,304 | $3,487+52.1% | $2,566+106.7% | $4,779+11.0% |
| Participant deferral / active EE | $7,319 | $4,651+57.4% | $3,568+105.1% | $5,609+30.5% |
| Admin fee / account holder | $68 | $6,392-98.9% | $4,507-98.5% | $10,827-99.4% |