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 4-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 | $85,568 | $81,900+4.5% | $119,609-28.5% | $68,494+24.9% |
| Participation rate | 91.4% | 71.9%+19.5pp | 79.3%+12.2pp | 67.9%+23.5pp |
| Annual return | -11.67% | -23.82%+12.1pp | -14.97%+3.3pp | -7.84%-3.8pp |
| Employer contribution / active EE | $1,714 | $2,693-36.4% | $4,232-59.5% | $2,596-34.0% |
| Participant deferral / active EE | $6,691 | $4,148+61.3% | $5,602+19.4% | $4,027+66.2% |
| Admin fee / account holder | $265 | $6,582-96.0% | $10,323-97.4% | $5,403-95.1% |