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 | $62,292 | $59,805+4.2% | $79,550-21.7% | $68,494-9.1% |
| Participation rate | 75.5% | 61.1%+14.4pp | 69.5%+6.0pp | 67.9%+7.6pp |
| Annual return | -16.80% | -12.30%-4.5pp | 0.16%-17.0pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,820 | $1,505+20.9% | $2,413-24.6% | $2,596-29.9% |
| Participant deferral / active EE | $5,294 | $3,024+75.0% | $3,985+32.8% | $4,027+31.5% |
| Admin fee / account holder | $19 | $4,835-99.6% | $6,832-99.7% | $5,403-99.6% |