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 | $84,617 | $77,813+8.7% | $123,544-31.5% | $64,186+31.8% |
| Participation rate | 93.1% | 74.7%+18.4pp | 82.3%+10.8pp | 69.6%+23.5pp |
| Annual return | -1.87% | 12.48%-14.4pp | 119.20%-121.1pp | 7.63%-9.5pp |
| Employer contribution / active EE | $4,063 | $3,014+34.8% | $4,628-12.2% | $2,381+70.6% |
| Participant deferral / active EE | $6,445 | $5,240+23.0% | $6,426+0.3% | $3,470+85.8% |
| Admin fee / account holder | $270 | $5,519-95.1% | $9,284-97.1% | $4,888-94.5% |