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 | $103,165 | $142,344-27.5% | $119,609-13.7% | $134,475-23.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.39% | -12.44%-6.9pp | -14.97%-4.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,454 | $5,222-53.0% | $4,232-42.0% | $4,740-48.2% |
| Participant deferral / active EE | $8,611 | $6,469+33.1% | $5,602+53.7% | $6,400+34.6% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |