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 | $37,794 | $90,519-58.2% | $93,789-59.7% | $134,475-71.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -18.18% | -15.72%-2.5pp | -11.33%-6.9pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,596 | $4,343-40.2% | $4,323-39.9% | $4,740-45.2% |
| Participant deferral / active EE | $5,108 | $5,978-14.6% | $6,094-16.2% | $6,400-20.2% |
| Admin fee / account holder | $4 | $9,252-100.0% | $7,195-99.9% | $11,426-100.0% |