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 | $103,819 | $77,813+33.4% | $123,544-16.0% | $64,186+61.7% |
| Participation rate | 91.5% | 74.7%+16.8pp | 82.3%+9.3pp | 69.6%+22.0pp |
| Annual return | -7.96% | 12.48%-20.4pp | 119.20%-127.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $3,156 | $3,014+4.7% | $4,628-31.8% | $2,381+32.6% |
| Participant deferral / active EE | $6,847 | $5,240+30.7% | $6,426+6.6% | $3,470+97.4% |
| Admin fee / account holder | $130 | $5,519-97.6% | $9,284-98.6% | $4,888-97.3% |