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 | $103,794 | $77,813+33.4% | $123,544-16.0% | $64,186+61.7% |
| Participation rate | 85.2% | 74.7%+10.5pp | 82.3%+2.9pp | 69.6%+15.6pp |
| Annual return | -7.62% | 12.48%-20.1pp | 119.20%-126.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $3,858 | $3,014+28.0% | $4,628-16.6% | $2,381+62.0% |
| Participant deferral / active EE | $9,182 | $5,240+75.2% | $6,426+42.9% | $3,470+164.7% |
| Admin fee / account holder | $7 | $5,519-99.9% | $9,284-99.9% | $4,888-99.8% |