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 | $71,705 | $62,586+14.6% | $76,768-6.6% | $64,186+11.7% |
| Participation rate | 87.7% | 72.8%+14.8pp | 77.0%+10.7pp | 69.6%+18.1pp |
| Annual return | -5.94% | -1.95%-4.0pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,045 | $1,832+11.6% | $2,485-17.7% | $2,381-14.1% |
| Participant deferral / active EE | $5,854 | $3,145+86.2% | $3,852+52.0% | $3,470+68.7% |
| Admin fee / account holder | $160 | $4,667-96.6% | $6,675-97.6% | $4,888-96.7% |