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 | $72,363 | $142,344-49.2% | $119,609-39.5% | $134,475-46.2% |
| Participation rate | 78.9% | 82.8%-3.9pp | 79.3%-0.3pp | 81.2%-2.3pp |
| Annual return | -17.19% | -12.44%-4.8pp | -14.97%-2.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $4,093 | $5,222-21.6% | $4,232-3.3% | $4,740-13.6% |
| Participant deferral / active EE | $3,866 | $6,469-40.2% | $5,602-31.0% | $6,400-39.6% |
| Admin fee / account holder | $298 | $13,584-97.8% | $10,323-97.1% | $11,426-97.4% |