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 | $60,336 | $65,703-8.2% | $94,224-36.0% | $59,632+1.2% |
| Participation rate | 96.1% | 72.1%+24.0pp | 78.8%+17.3pp | 68.7%+27.4pp |
| Annual return | -1.33% | 5.22%-6.5pp | 10.68%-12.0pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $1,882 | $2,021-6.8% | $3,587-47.5% | $2,203-14.5% |
| Participant deferral / active EE | $5,428 | $3,143+72.7% | $4,320+25.6% | $3,192+70.1% |
| Admin fee / account holder | $134 | $4,264-96.9% | $6,269-97.9% | $4,297-96.9% |