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 | $18,782 | $78,694-76.1% | $67,652-72.2% | $125,391-85.0% |
| Participation rate | 75.0% | 78.8%-3.8pp | 75.7%-0.7pp | 83.2%-8.2pp |
| Annual return | -2.90% | 9.46%-12.4pp | 6625.04%-6627.9pp | 282.22%-285.1pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,445 | $4,292+26.9% | $3,560+53.0% | $5,352+1.8% |
| Admin fee / account holder | $49 | $7,403-99.3% | $4,821-99.0% | $9,540-99.5% |