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 | $63,710 | $142,344-55.2% | $119,609-46.7% | $134,475-52.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.59% | -12.44%-5.2pp | -14.97%-2.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $5,212 | $5,222-0.2% | $4,232+23.2% | $4,740+10.0% |
| Participant deferral / active EE | $11,679 | $6,469+80.5% | $5,602+108.5% | $6,400+82.5% |
| Admin fee / account holder | $46 | $13,584-99.7% | $10,323-99.6% | $11,426-99.6% |