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 | $75,881 | $72,404+4.8% | $110,238-31.2% | $64,186+18.2% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | -6.85% | -6.29%-0.6pp | 314.74%-321.6pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,441 | $2,282-36.8% | $3,826-62.3% | $2,381-39.5% |
| Participant deferral / active EE | $2,832 | $3,469-18.4% | $4,672-39.4% | $3,470-18.4% |
| Admin fee / account holder | $68 | $5,664-98.8% | $8,547-99.2% | $4,888-98.6% |