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 | $46,775 | $95,193-50.9% | $76,523-38.9% | $135,375-65.4% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.0%+12.0pp | 82.6%-2.6pp |
| Annual return | -5.73% | 4.85%-10.6pp | -0.27%-5.5pp | 519.73%-525.5pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,941 | $4,639-58.2% | $3,835-49.4% | $5,609-65.4% |
| Admin fee / account holder | $25 | $6,249-99.6% | $4,848-99.5% | $10,827-99.8% |