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 | $114,752 | $105,860+8.4% | $90,749+26.4% | $134,475-14.7% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -17.78% | -11.01%-6.8pp | -12.16%-5.6pp | 417.96%-435.7pp |
| Employer contribution / active EE | $763 | $3,462-78.0% | $2,921-73.9% | $4,740-83.9% |
| Participant deferral / active EE | $1,975 | $5,216-62.1% | $4,564-56.7% | $6,400-69.1% |
| Admin fee / account holder | $11 | $13,938-99.9% | $8,445-99.9% | $11,426-99.9% |