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 | $25,366 | $90,590-72.0% | $90,782-72.1% | $135,375-81.3% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.7%-2.7pp | 82.6%-2.6pp |
| Annual return | -4.81% | -3.40%-1.4pp | -3.42%-1.4pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,380 | $4,352-68.3% | $4,105-66.4% | $4,779-71.1% |
| Participant deferral / active EE | $4,101 | $5,407-24.1% | $5,366-23.6% | $5,609-26.9% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,827-100.0% |