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 | $145,804 | $77,813+87.4% | $123,544+18.0% | $64,186+127.2% |
| Participation rate | 75.0% | 74.7%+0.3pp | 82.3%-7.3pp | 69.6%+5.4pp |
| Annual return | -4.88% | 12.48%-17.4pp | 119.20%-124.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,177 | $3,014-27.8% | $4,628-53.0% | $2,381-8.6% |
| Participant deferral / active EE | $7,093 | $5,240+35.4% | $6,426+10.4% | $3,470+104.4% |
| Admin fee / account holder | $30 | $5,519-99.5% | $9,284-99.7% | $4,888-99.4% |