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 | $62,114 | $59,805+3.9% | $79,550-21.9% | $68,494-9.3% |
| Participation rate | 79.2% | 61.1%+18.2pp | 69.5%+9.8pp | 67.9%+11.4pp |
| Annual return | -17.53% | -12.30%-5.2pp | 0.16%-17.7pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,410 | $1,505-6.3% | $2,413-41.6% | $2,596-45.7% |
| Participant deferral / active EE | $1,702 | $3,024-43.7% | $3,985-57.3% | $4,027-57.7% |
| Admin fee / account holder | $229 | $4,835-95.3% | $6,832-96.7% | $5,403-95.8% |