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 | $93,473 | $142,344-34.3% | $119,609-21.9% | $134,475-30.5% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -18.98% | -12.44%-6.5pp | -14.97%-4.0pp | 417.96%-436.9pp |
| Employer contribution / active EE | $4,162 | $5,222-20.3% | $4,232-1.7% | $4,740-12.2% |
| Participant deferral / active EE | $5,762 | $6,469-10.9% | $5,602+2.9% | $6,400-10.0% |
| Admin fee / account holder | $8 | $13,584-99.9% | $10,323-99.9% | $11,426-99.9% |