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 | $78,848 | $95,862-17.7% | $79,550-0.9% | $134,475-41.4% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -8.94% | -2.69%-6.2pp | 0.16%-9.1pp | 417.96%-426.9pp |
| Employer contribution / active EE | $1,482 | $3,128-52.6% | $2,413-38.6% | $4,740-68.7% |
| Participant deferral / active EE | $1,741 | $4,693-62.9% | $3,985-56.3% | $6,400-72.8% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |