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 | $80,895 | $77,813+4.0% | $123,544-34.5% | $64,186+26.0% |
| Participation rate | 86.0% | 74.7%+11.3pp | 82.3%+3.8pp | 69.6%+16.5pp |
| Annual return | -6.88% | 12.48%-19.4pp | 119.20%-126.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,906 | $3,014-36.8% | $4,628-58.8% | $2,381-20.0% |
| Participant deferral / active EE | $7,844 | $5,240+49.7% | $6,426+22.1% | $3,470+126.1% |
| Admin fee / account holder | $94 | $5,519-98.3% | $9,284-99.0% | $4,888-98.1% |