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 | $67,818 | $81,900-17.2% | $119,609-43.3% | $68,494-1.0% |
| Participation rate | 76.9% | 71.9%+5.0pp | 79.3%-2.3pp | 67.9%+9.0pp |
| Annual return | -12.51% | -23.82%+11.3pp | -14.97%+2.5pp | -7.84%-4.7pp |
| Employer contribution / active EE | $3,341 | $2,693+24.1% | $4,232-21.0% | $2,596+28.7% |
| Participant deferral / active EE | $4,093 | $4,148-1.3% | $5,602-26.9% | $4,027+1.6% |
| Admin fee / account holder | $83 | $6,582-98.7% | $10,323-99.2% | $5,403-98.5% |