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 | $92,045 | $142,344-35.3% | $119,609-23.0% | $134,475-31.6% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -4.25% | -12.44%+8.2pp | -14.97%+10.7pp | 417.96%-422.2pp |
| Employer contribution / active EE | $4,759 | $5,222-8.9% | $4,232+12.5% | $4,740+0.4% |
| Participant deferral / active EE | $14,598 | $6,469+125.6% | $5,602+160.6% | $6,400+128.1% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |