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 | $47,401 | $73,004-35.1% | $90,749-47.8% | $68,494-30.8% |
| Participation rate | 71.9% | 70.8%+1.0pp | 75.7%-3.8pp | 67.9%+4.0pp |
| Annual return | -0.26% | -13.81%+13.5pp | -12.16%+11.9pp | -7.84%+7.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,398 | $3,627+21.3% | $4,564-3.6% | $4,027+9.2% |
| Admin fee / account holder | $207 | $5,896-96.5% | $8,445-97.5% | $5,403-96.2% |