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 | $77,873 | $92,222-15.6% | $76,768+1.4% | $135,375-42.5% |
| Participation rate | 77.8% | 79.8%-2.0pp | 77.0%+0.8pp | 82.6%-4.9pp |
| Annual return | -8.11% | 5.46%-13.6pp | 2.43%-10.5pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,198 | $3,216-62.8% | $2,485-51.8% | $4,779-74.9% |
| Participant deferral / active EE | $3,194 | $4,509-29.2% | $3,852-17.1% | $5,609-43.1% |
| Admin fee / account holder | $2 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |