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 | $46,112 | $95,193-51.6% | $76,523-39.7% | $135,375-65.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -2.63% | 4.85%-7.5pp | -0.27%-2.4pp | 519.73%-522.4pp |
| Employer contribution / active EE | $2,005 | $3,302-39.3% | $2,647-24.2% | $4,779-58.0% |
| Participant deferral / active EE | $4,443 | $4,639-4.2% | $3,835+15.8% | $5,609-20.8% |
| Admin fee / account holder | $72 | $6,249-98.8% | $4,848-98.5% | $10,827-99.3% |