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 | $81,667 | $71,883+13.6% | $86,677-5.8% | $68,494+19.2% |
| Participation rate | 72.7% | 72.2%+0.5pp | 76.6%-3.8pp | 67.9%+4.8pp |
| Annual return | -9.53% | 3.52%-13.1pp | 35.91%-45.4pp | -7.84%-1.7pp |
| Employer contribution / active EE | $1,828 | $2,173-15.9% | $2,836-35.5% | $2,596-29.6% |
| Participant deferral / active EE | $2,753 | $3,779-27.1% | $4,656-40.9% | $4,027-31.6% |
| Admin fee / account holder | $139 | $6,112-97.7% | $7,493-98.1% | $5,403-97.4% |