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 | $86,310 | $142,344-39.4% | $119,609-27.8% | $134,475-35.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -2.87% | -12.44%+9.6pp | -14.97%+12.1pp | 417.96%-420.8pp |
| Employer contribution / active EE | $8,452 | $5,222+61.8% | $4,232+99.7% | $4,740+78.3% |
| Participant deferral / active EE | $3,961 | $6,469-38.8% | $5,602-29.3% | $6,400-38.1% |
| Admin fee / account holder | $35 | $13,584-99.7% | $10,323-99.7% | $11,426-99.7% |