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 | $57,192 | $64,707-11.6% | $112,228-49.0% | $68,494-16.5% |
| Participation rate | 74.1% | 67.2%+6.9pp | 75.1%-1.0pp | 67.9%+6.2pp |
| Annual return | 2.29% | -11.40%+13.7pp | 27.45%-25.2pp | -7.84%+10.1pp |
| Employer contribution / active EE | $1,506 | $2,746-45.1% | $3,635-58.6% | $2,596-42.0% |
| Participant deferral / active EE | $2,526 | $3,565-29.1% | $4,728-46.6% | $4,027-37.3% |
| Admin fee / account holder | $143 | $5,232-97.3% | $6,410-97.8% | $5,403-97.4% |