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 | $53,811 | $42,383+27.0% | $76,523-29.7% | $64,186-16.2% |
| Participation rate | 73.6% | 58.1%+15.4pp | 68.0%+5.6pp | 69.6%+4.0pp |
| Annual return | -5.08% | -16.54%+11.5pp | -0.27%-4.8pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,390 | $1,563-11.1% | $2,647-47.5% | $2,381-41.6% |
| Participant deferral / active EE | $4,571 | $2,566+78.1% | $3,835+19.2% | $3,470+31.7% |
| Admin fee / account holder | $218 | $3,198-93.2% | $4,848-95.5% | $4,888-95.5% |