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 | $93,729 | $73,004+28.4% | $90,749+3.3% | $68,494+36.8% |
| Participation rate | 82.8% | 70.8%+11.9pp | 75.7%+7.1pp | 67.9%+14.9pp |
| Annual return | -11.88% | -13.81%+1.9pp | -12.16%+0.3pp | -7.84%-4.0pp |
| Employer contribution / active EE | $5,182 | $2,193+136.3% | $2,921+77.4% | $2,596+99.6% |
| Participant deferral / active EE | $3,467 | $3,627-4.4% | $4,564-24.0% | $4,027-13.9% |
| Admin fee / account holder | $43 | $5,896-99.3% | $8,445-99.5% | $5,403-99.2% |