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 | $83,787 | $99,640-15.9% | $86,436-3.1% | $134,475-37.7% |
| Participation rate | 80.0% | 82.0%-2.0pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -16.26% | 6782.58%-6798.8pp | 4394.89%-4411.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $3,416 | $4,400-22.4% | $3,769-9.4% | $4,740-27.9% |
| Participant deferral / active EE | $6,950 | $7,246-4.1% | $6,9520% | $6,400+8.6% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |