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 | $64,762 | $73,867-12.3% | $143,757-55.0% | $68,494-5.4% |
| Participation rate | 79.4% | 66.7%+12.8pp | 80.3%-0.9pp | 67.9%+11.5pp |
| Annual return | -18.92% | 1.01%-19.9pp | -0.04%-18.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $2,086 | $3,184-34.5% | $4,951-57.9% | $2,596-19.7% |
| Participant deferral / active EE | $4,053 | $3,384+19.7% | $5,637-28.1% | $4,027+0.6% |
| Admin fee / account holder | $14 | $5,755-99.8% | $14,673-99.9% | $5,403-99.7% |