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 | $132,054 | $142,344-7.2% | $119,609+10.4% | $134,475-1.8% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -18.17% | -12.44%-5.7pp | -14.97%-3.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,983 | $5,222-42.9% | $4,232-29.5% | $4,740-37.1% |
| Participant deferral / active EE | $9,037 | $6,469+39.7% | $5,602+61.3% | $6,400+41.2% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |