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 5-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 | $67,940 | $54,229+25.3% | $70,092-3.1% | $68,494-0.8% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -18.02% | -13.87%-4.2pp | 190.73%-208.8pp | -7.84%-10.2pp |
| Employer contribution / active EE | $3,092 | $2,018+53.2% | $2,559+20.8% | $2,596+19.1% |
| Participant deferral / active EE | $5,601 | $2,956+89.5% | $3,849+45.5% | $4,027+39.1% |
| Admin fee / account holder | $91 | $4,694-98.1% | $6,267-98.5% | $5,403-98.3% |