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 | $63,791 | $64,707-1.4% | $112,228-43.2% | $68,494-6.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.48% | -11.40%-4.1pp | 27.45%-42.9pp | -7.84%-7.6pp |
| Employer contribution / active EE | $3,538 | $2,746+28.9% | $3,635-2.7% | $2,596+36.3% |
| Participant deferral / active EE | $4,951 | $3,565+38.9% | $4,728+4.7% | $4,027+22.9% |
| Admin fee / account holder | -$129 | $5,232-102.5% | $6,410-102.0% | $5,403-102.4% |