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 | $15,459 | $97,044-84.1% | $83,333-81.4% | $135,375-88.6% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -5.49% | 12.31%-17.8pp | 10.63%-16.1pp | 519.73%-525.2pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,647 | $5,964-38.9% | $5,565-34.5% | $5,609-35.0% |
| Admin fee / account holder | $12 | $8,380-99.9% | $7,510-99.8% | $10,827-99.9% |