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 | $21,694 | $52,681-58.8% | $75,781-71.4% | $59,632-63.6% |
| Participation rate | 71.2% | 67.2%+4.0pp | 75.8%-4.6pp | 68.7%+2.5pp |
| Annual return | -2.31% | 2.95%-5.3pp | 9.68%-12.0pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,351 | $2,591-47.9% | $3,651-63.0% | $3,192-57.7% |
| Admin fee / account holder | $287 | $3,610-92.0% | $5,299-94.6% | $4,297-93.3% |