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 | $31,691 | $82,286-61.5% | $68,791-53.9% | $134,475-76.4% |
| Participation rate | 87.5% | 75.1%+12.4pp | 69.0%+18.5pp | 81.2%+6.3pp |
| Annual return | -15.46% | -2.19%-13.3pp | -6.38%-9.1pp | 417.96%-433.4pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,468 | $4,739-47.9% | $3,941-37.4% | $6,400-61.4% |
| Admin fee / account holder | $128 | $6,481-98.0% | $4,932-97.4% | $11,426-98.9% |