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 | $90,467 | $81,900+10.5% | $119,609-24.4% | $68,494+32.1% |
| Participation rate | 84.6% | 71.9%+12.7pp | 79.3%+5.4pp | 67.9%+16.7pp |
| Annual return | -11.07% | -23.82%+12.8pp | -14.97%+3.9pp | -7.84%-3.2pp |
| Employer contribution / active EE | $1,242 | $2,693-53.9% | $4,232-70.6% | $2,596-52.2% |
| Participant deferral / active EE | $4,488 | $4,148+8.2% | $5,602-19.9% | $4,027+11.4% |
| Admin fee / account holder | $86 | $6,582-98.7% | $10,323-99.2% | $5,403-98.4% |