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 | $71,811 | $92,222-22.1% | $76,768-6.5% | $135,375-47.0% |
| Participation rate | 84.6% | 79.8%+4.8pp | 77.0%+7.7pp | 82.6%+2.0pp |
| Annual return | -5.59% | 5.46%-11.0pp | 2.43%-8.0pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,096 | $3,216-65.9% | $2,485-55.9% | $4,779-77.1% |
| Participant deferral / active EE | $2,056 | $4,509-54.4% | $3,852-46.6% | $5,609-63.3% |
| Admin fee / account holder | $92 | $10,748-99.1% | $6,675-98.6% | $10,827-99.1% |