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 | $74,465 | $82,664-9.9% | $125,339-40.6% | $68,494+8.7% |
| Participation rate | 83.9% | 75.0%+8.8pp | 82.4%+1.5pp | 67.9%+16.0pp |
| Annual return | -17.15% | -5.97%-11.2pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,176 | $3,381-65.2% | $4,814-75.6% | $2,596-54.7% |
| Participant deferral / active EE | $6,000 | $6,110-1.8% | $7,446-19.4% | $4,027+49.0% |
| Admin fee / account holder | $281 | $6,275-95.5% | $10,010-97.2% | $5,403-94.8% |