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 | $75,803 | $62,586+21.1% | $76,768-1.3% | $64,186+18.1% |
| Participation rate | 83.9% | 72.8%+11.1pp | 77.0%+6.9pp | 69.6%+14.3pp |
| Annual return | -6.47% | -1.95%-4.5pp | 2.43%-8.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $3,260 | $1,832+78.0% | $2,485+31.2% | $2,381+36.9% |
| Participant deferral / active EE | $5,343 | $3,145+69.9% | $3,852+38.7% | $3,470+54.0% |
| Admin fee / account holder | $91 | $4,667-98.1% | $6,675-98.6% | $4,888-98.1% |