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 | $67,550 | $53,162+27.1% | $91,220-25.9% | $68,494-1.4% |
| Participation rate | 84.4% | 63.2%+21.2pp | 73.2%+11.2pp | 67.9%+16.5pp |
| Annual return | -13.02% | -3.14%-9.9pp | 114.01%-127.0pp | -7.84%-5.2pp |
| Employer contribution / active EE | $1,750 | $1,709+2.4% | $2,850-38.6% | $2,596-32.6% |
| Participant deferral / active EE | $4,613 | $2,974+55.1% | $4,234+9.0% | $4,027+14.5% |
| Admin fee / account holder | $97 | $4,493-97.8% | $5,420-98.2% | $5,403-98.2% |