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 | $87,373 | $82,032+6.5% | $123,104-29.0% | $59,632+46.5% |
| Participation rate | 84.6% | 83.2%+1.4pp | 86.8%-2.2pp | 68.7%+15.9pp |
| Annual return | -0.84% | 5.12%-6.0pp | 13.22%-14.1pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $1,803 | $3,297-45.3% | $5,151-65.0% | $2,203-18.1% |
| Participant deferral / active EE | $5,864 | $4,667+25.7% | $6,230-5.9% | $3,192+83.7% |
| Admin fee / account holder | $147 | $5,881-97.5% | $9,015-98.4% | $4,297-96.6% |