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 | $97,655 | $142,344-31.4% | $119,609-18.4% | $134,475-27.4% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | -15.82% | -12.44%-3.4pp | -14.97%-0.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,658 | $5,222-68.3% | $4,232-60.8% | $4,740-65.0% |
| Participant deferral / active EE | $2,342 | $6,469-63.8% | $5,602-58.2% | $6,400-63.4% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |