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 | $28,810 | $142,344-79.8% | $119,609-75.9% | $134,475-78.6% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | -17.59% | -12.44%-5.1pp | -14.97%-2.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,136 | $5,222-59.1% | $4,232-49.5% | $4,740-54.9% |
| Participant deferral / active EE | $3,204 | $6,469-50.5% | $5,602-42.8% | $6,400-49.9% |
| Admin fee / account holder | $209 | $13,584-98.5% | $10,323-98.0% | $11,426-98.2% |