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 | $62,980 | $110,094-42.8% | $151,611-58.5% | $68,494-8.1% |
| Participation rate | 77.4% | 84.0%-6.5pp | 87.5%-10.1pp | 67.9%+9.5pp |
| Annual return | -18.20% | -10.12%-8.1pp | 3.33%-21.5pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,525 | $4,471-65.9% | $6,166-75.3% | $2,596-41.2% |
| Participant deferral / active EE | $6,085 | $6,527-6.8% | $8,363-27.2% | $4,027+51.1% |
| Admin fee / account holder | $290 | $7,719-96.2% | $11,616-97.5% | $5,403-94.6% |