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 | $139,713 | $110,094+26.9% | $151,611-7.8% | $68,494+104.0% |
| Participation rate | 96.4% | 84.0%+12.5pp | 87.5%+8.9pp | 67.9%+28.5pp |
| Annual return | -18.35% | -10.12%-8.2pp | 3.33%-21.7pp | -7.84%-10.5pp |
| Employer contribution / active EE | $3,895 | $4,471-12.9% | $6,166-36.8% | $2,596+50.0% |
| Participant deferral / active EE | $10,982 | $6,527+68.2% | $8,363+31.3% | $4,027+172.7% |
| Admin fee / account holder | $29 | $7,719-99.6% | $11,616-99.7% | $5,403-99.5% |