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 | $61,295 | $92,222-33.5% | $76,768-20.2% | $135,375-54.7% |
| Participation rate | 91.7% | 79.8%+11.9pp | 77.0%+14.7pp | 82.6%+9.0pp |
| Annual return | -5.14% | 5.46%-10.6pp | 2.43%-7.6pp | 519.73%-524.9pp |
| Employer contribution / active EE | $3,389 | $3,216+5.4% | $2,485+36.4% | $4,779-29.1% |
| Participant deferral / active EE | $7,886 | $4,509+74.9% | $3,852+104.7% | $5,609+40.6% |
| Admin fee / account holder | $279 | $10,748-97.4% | $6,675-95.8% | $10,827-97.4% |