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 | $64,863 | $81,900-20.8% | $119,609-45.8% | $68,494-5.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -15.73% | -23.82%+8.1pp | -14.97%-0.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,966 | $2,693-27.0% | $4,232-53.5% | $2,596-24.3% |
| Participant deferral / active EE | $5,959 | $4,148+43.7% | $5,602+6.4% | $4,027+48.0% |
| Admin fee / account holder | $160 | $6,582-97.6% | $10,323-98.4% | $5,403-97.0% |