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 | $81,045 | $175,600-53.8% | $129,110-37.2% | $134,475-39.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -15.18% | -11.39%-3.8pp | -10.94%-4.2pp | 417.96%-433.1pp |
| Employer contribution / active EE | $2,348 | $6,355-63.0% | $5,052-53.5% | $4,740-50.5% |
| Participant deferral / active EE | $4,696 | $7,975-41.1% | $6,542-28.2% | $6,400-26.6% |
| Admin fee / account holder | $0 | $23,567-100.0% | $14,302-100.0% | $11,426-100.0% |