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 6-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 | $79,721 | $82,664-3.6% | $125,339-36.4% | $68,494+16.4% |
| Participation rate | 76.5% | 75.0%+1.4pp | 82.4%-5.9pp | 67.9%+8.6pp |
| Annual return | -16.12% | -5.97%-10.2pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $3,361 | $3,381-0.6% | $4,814-30.2% | $2,596+29.5% |
| Participant deferral / active EE | $9,944 | $6,110+62.7% | $7,446+33.5% | $4,027+146.9% |
| Admin fee / account holder | $284 | $6,275-95.5% | $10,010-97.2% | $5,403-94.7% |