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 | $73,265 | $82,664-11.4% | $125,339-41.5% | $68,494+7.0% |
| Participation rate | 71.1% | 75.0%-4.0pp | 82.4%-11.3pp | 67.9%+3.2pp |
| Annual return | -14.60% | -5.97%-8.6pp | 572.05%-586.7pp | -7.84%-6.8pp |
| Employer contribution / active EE | $4,125 | $3,381+22.0% | $4,814-14.3% | $2,596+58.9% |
| Participant deferral / active EE | $8,535 | $6,110+39.7% | $7,446+14.6% | $4,027+111.9% |
| Admin fee / account holder | $51 | $6,275-99.2% | $10,010-99.5% | $5,403-99.0% |