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 | $76,083 | $142,344-46.5% | $119,609-36.4% | $134,475-43.4% |
| Participation rate | 78.6% | 82.8%-4.2pp | 79.3%-0.7pp | 81.2%-2.7pp |
| Annual return | -18.72% | -12.44%-6.3pp | -14.97%-3.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,568 | $5,222-50.8% | $4,232-39.3% | $4,740-45.8% |
| Participant deferral / active EE | $3,239 | $6,469-49.9% | $5,602-42.2% | $6,400-49.4% |
| Admin fee / account holder | $4 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |