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 | $51,942 | $50,958+1.9% | $74,550-30.3% | $64,186-19.1% |
| Participation rate | 84.1% | 61.1%+23.1pp | 69.1%+15.0pp | 69.6%+14.6pp |
| Annual return | -4.78% | -1.86%-2.9pp | 32.53%-37.3pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,418 | $1,115+27.2% | $1,961-27.7% | $2,381-40.4% |
| Participant deferral / active EE | $2,575 | $2,301+11.9% | $3,108-17.1% | $3,470-25.8% |
| Admin fee / account holder | $270 | $4,223-93.6% | $5,060-94.7% | $4,888-94.5% |