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 | $20,523 | $158,817-87.1% | $121,196-83.1% | $135,375-84.8% |
| Participation rate | 87.5% | 79.3%+8.2pp | 71.7%+15.8pp | 82.6%+4.9pp |
| Annual return | -3.80% | -0.64%-3.2pp | 16.93%-20.7pp | 519.73%-523.5pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $731 | $4,005-81.7% | $3,344-78.1% | $5,609-87.0% |
| Admin fee / account holder | $259 | $6,512-96.0% | $5,019-94.8% | $10,827-97.6% |