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 | $56,254 | $90,519-37.9% | $93,789-40.0% | $134,475-58.2% |
| Participation rate | 85.7% | 82.0%+3.8pp | 81.0%+4.8pp | 81.2%+4.5pp |
| Annual return | -19.20% | -15.72%-3.5pp | -11.33%-7.9pp | 417.96%-437.2pp |
| Employer contribution / active EE | $4,238 | $4,343-2.4% | $4,323-1.9% | $4,740-10.6% |
| Participant deferral / active EE | $8,940 | $5,978+49.5% | $6,094+46.7% | $6,400+39.7% |
| Admin fee / account holder | $0 | $9,252-100.0% | $7,195-100.0% | $11,426-100.0% |