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 | $93,211 | $92,222+1.1% | $76,768+21.4% | $135,375-31.1% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | -6.03% | 5.46%-11.5pp | 2.43%-8.5pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,745 | $3,216-45.7% | $2,485-29.8% | $4,779-63.5% |
| Participant deferral / active EE | $4,006 | $4,509-11.2% | $3,852+4.0% | $5,609-28.6% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |