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 | $68,433 | $142,344-51.9% | $119,609-42.8% | $134,475-49.1% |
| Participation rate | 95.5% | 82.8%+12.6pp | 79.3%+16.2pp | 81.2%+14.2pp |
| Annual return | -16.97% | -12.44%-4.5pp | -14.97%-2.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $7,496 | $5,222+43.5% | $4,232+77.1% | $4,740+58.2% |
| Participant deferral / active EE | $5,510 | $6,469-14.8% | $5,602-1.7% | $6,400-13.9% |
| Admin fee / account holder | $274 | $13,584-98.0% | $10,323-97.3% | $11,426-97.6% |