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 | $141,325 | $167,307-15.5% | $143,757-1.7% | $134,475+5.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -4.95% | 0.46%-5.4pp | -0.04%-4.9pp | 417.96%-422.9pp |
| Employer contribution / active EE | $3,008 | $5,619-46.5% | $4,951-39.3% | $4,740-36.5% |
| Participant deferral / active EE | $9,927 | $6,446+54.0% | $5,637+76.1% | $6,400+55.1% |
| Admin fee / account holder | $3 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |