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 | $65,841 | $77,813-15.4% | $123,544-46.7% | $64,186+2.6% |
| Participation rate | 76.9% | 74.7%+2.2pp | 82.3%-5.4pp | 69.6%+7.4pp |
| Annual return | -4.68% | 12.48%-17.2pp | 119.20%-123.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $3,126 | $3,014+3.7% | $4,628-32.4% | $2,381+31.3% |
| Participant deferral / active EE | $6,569 | $5,240+25.4% | $6,426+2.2% | $3,470+89.3% |
| Admin fee / account holder | $38 | $5,519-99.3% | $9,284-99.6% | $4,888-99.2% |