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 | $98,787 | $59,805+65.2% | $79,550+24.2% | $68,494+44.2% |
| Participation rate | 79.5% | 61.1%+18.5pp | 69.5%+10.1pp | 67.9%+11.7pp |
| Annual return | -17.33% | -12.30%-5.0pp | 0.16%-17.5pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,564 | $1,505+70.4% | $2,413+6.3% | $2,596-1.2% |
| Participant deferral / active EE | $5,418 | $3,024+79.1% | $3,985+35.9% | $4,027+34.5% |
| Admin fee / account holder | $199 | $4,835-95.9% | $6,832-97.1% | $5,403-96.3% |