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 | $106,759 | $107,791-1.0% | $90,645+17.8% | $135,375-21.1% |
| Participation rate | 87.5% | 78.0%+9.5pp | 74.0%+13.5pp | 82.6%+4.9pp |
| Annual return | -9.38% | -0.90%-8.5pp | 1.88%-11.3pp | 519.73%-529.1pp |
| Employer contribution / active EE | $1,527 | $3,018-49.4% | $2,532-39.7% | $4,779-68.1% |
| Participant deferral / active EE | $5,088 | $3,872+31.4% | $3,425+48.6% | $5,609-9.3% |
| Admin fee / account holder | $33 | $5,930-99.4% | $4,994-99.3% | $10,827-99.7% |