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 | $79,040 | $71,883+10.0% | $86,677-8.8% | $68,494+15.4% |
| Participation rate | 96.6% | 72.2%+24.3pp | 76.6%+20.0pp | 67.9%+28.7pp |
| Annual return | -16.03% | 3.52%-19.6pp | 35.91%-51.9pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,531 | $2,173+16.5% | $2,836-10.8% | $2,596-2.5% |
| Participant deferral / active EE | $4,916 | $3,779+30.1% | $4,656+5.6% | $4,027+22.1% |
| Admin fee / account holder | $89 | $6,112-98.6% | $7,493-98.8% | $5,403-98.4% |