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 | $55,050 | $54,726+0.6% | $68,793-20.0% | $64,186-14.2% |
| Participation rate | 95.0% | 68.0%+27.0pp | 72.2%+22.8pp | 69.6%+25.4pp |
| Annual return | -6.06% | -1.62%-4.4pp | -4.63%-1.4pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,942 | $1,846+5.2% | $2,625-26.0% | $2,381-18.4% |
| Participant deferral / active EE | $3,144 | $2,626+19.7% | $3,311-5.0% | $3,470-9.4% |
| Admin fee / account holder | $91 | $4,027-97.7% | $5,131-98.2% | $4,888-98.1% |