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 | $46,612 | $82,286-43.4% | $68,791-32.2% | $134,475-65.3% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -17.73% | -2.19%-15.5pp | -6.38%-11.4pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,692 | $3,301-48.7% | $2,655-36.3% | $4,740-64.3% |
| Participant deferral / active EE | $5,127 | $4,739+8.2% | $3,941+30.1% | $6,400-19.9% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |