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 | $74,373 | $95,862-22.4% | $79,550-6.5% | $134,475-44.7% |
| Participation rate | 81.8% | 75.0%+6.8pp | 69.5%+12.3pp | 81.2%+0.6pp |
| Annual return | -11.42% | -2.69%-8.7pp | 0.16%-11.6pp | 417.96%-429.4pp |
| Employer contribution / active EE | $1,876 | $3,128-40.0% | $2,413-22.3% | $4,740-60.4% |
| Participant deferral / active EE | $4,559 | $4,693-2.9% | $3,985+14.4% | $6,400-28.8% |
| Admin fee / account holder | $176 | $9,126-98.1% | $6,832-97.4% | $11,426-98.5% |