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 | $17,755 | $63,953-72.2% | $54,726-67.6% | $135,375-86.9% |
| Participation rate | 83.3% | 84.9%-1.5pp | 79.1%+4.2pp | 82.6%+0.7pp |
| Annual return | -6.51% | -5.77%-0.7pp | -4.56%-2.0pp | 519.73%-526.2pp |
| Employer contribution / active EE | $0 | $4,256-100.0% | $3,449-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,888 | $4,810-60.8% | $3,953-52.2% | $5,609-66.3% |
| Admin fee / account holder | $202 | $4,567-95.6% | $3,818-94.7% | $10,827-98.1% |