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 | $61,132 | $142,344-57.1% | $119,609-48.9% | $134,475-54.5% |
| Participation rate | 72.7% | 82.8%-10.1pp | 79.3%-6.5pp | 81.2%-8.5pp |
| Annual return | -18.74% | -12.44%-6.3pp | -14.97%-3.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,417 | $5,222-53.7% | $4,232-42.9% | $4,740-49.0% |
| Participant deferral / active EE | $6,716 | $6,469+3.8% | $5,602+19.9% | $6,400+4.9% |
| Admin fee / account holder | $11 | $13,584-99.9% | $10,323-99.9% | $11,426-99.9% |