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 | $41,889 | $90,519-53.7% | $93,789-55.3% | $134,475-68.9% |
| Participation rate | 80.0% | 82.0%-2.0pp | 81.0%-1.0pp | 81.2%-1.2pp |
| Annual return | -16.86% | -15.72%-1.1pp | -11.33%-5.5pp | 417.96%-434.8pp |
| Employer contribution / active EE | $4,357 | $4,343+0.3% | $4,323+0.8% | $4,740-8.1% |
| Participant deferral / active EE | $4,971 | $5,978-16.9% | $6,094-18.4% | $6,400-22.3% |
| Admin fee / account holder | $33 | $9,252-99.6% | $7,195-99.5% | $11,426-99.7% |