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 | $55,082 | $81,900-32.7% | $119,609-53.9% | $68,494-19.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -14.12% | -23.82%+9.7pp | -14.97%+0.8pp | -7.84%-6.3pp |
| Employer contribution / active EE | $4,167 | $2,693+54.7% | $4,232-1.5% | $2,596+60.5% |
| Participant deferral / active EE | $2,114 | $4,148-49.0% | $5,602-62.3% | $4,027-47.5% |
| Admin fee / account holder | $249 | $6,582-96.2% | $10,323-97.6% | $5,403-95.4% |