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 | $86,085 | $142,344-39.5% | $119,609-28.0% | $134,475-36.0% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -16.11% | -12.44%-3.7pp | -14.97%-1.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $3,850 | $5,222-26.3% | $4,232-9.0% | $4,740-18.8% |
| Participant deferral / active EE | $4,347 | $6,469-32.8% | $5,602-22.4% | $6,400-32.1% |
| Admin fee / account holder | $76 | $13,584-99.4% | $10,323-99.3% | $11,426-99.3% |