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 | $30,055 | $85,790-65.0% | $67,313-55.4% | $135,375-77.8% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -3.64% | -0.54%-3.1pp | -4.08%+0.4pp | 519.73%-523.4pp |
| Employer contribution / active EE | $688 | $3,487-80.3% | $2,566-73.2% | $4,779-85.6% |
| Participant deferral / active EE | $1,248 | $4,651-73.2% | $3,568-65.0% | $5,609-77.7% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |