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 | $80,029 | $71,883+11.3% | $86,677-7.7% | $68,494+16.8% |
| Participation rate | 93.9% | 72.2%+21.7pp | 76.6%+17.4pp | 67.9%+26.1pp |
| Annual return | -17.08% | 3.52%-20.6pp | 35.91%-53.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,435 | $2,173+12.1% | $2,836-14.2% | $2,596-6.2% |
| Participant deferral / active EE | $7,160 | $3,779+89.5% | $4,656+53.8% | $4,027+77.8% |
| Admin fee / account holder | $144 | $6,112-97.6% | $7,493-98.1% | $5,403-97.3% |