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 | $67,296 | $82,664-18.6% | $125,339-46.3% | $68,494-1.7% |
| Participation rate | 95.3% | 75.0%+20.3pp | 82.4%+13.0pp | 67.9%+27.5pp |
| Annual return | -17.96% | -5.97%-12.0pp | 572.05%-590.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,880 | $3,381-44.4% | $4,814-60.9% | $2,596-27.6% |
| Participant deferral / active EE | $6,572 | $6,110+7.6% | $7,446-11.7% | $4,027+63.2% |
| Admin fee / account holder | $273 | $6,275-95.7% | $10,010-97.3% | $5,403-94.9% |