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 | $95,714 | $127,386-24.9% | $115,037-16.8% | $125,391-23.7% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -1.14% | 31.28%-32.4pp | 26.14%-27.3pp | 282.22%-283.4pp |
| Employer contribution / active EE | $1,328 | $5,166-74.3% | $4,608-71.2% | $4,866-72.7% |
| Participant deferral / active EE | $4,746 | $6,423-26.1% | $6,026-21.2% | $5,352-11.3% |
| Admin fee / account holder | $18 | $9,516-99.8% | $8,175-99.8% | $9,540-99.8% |