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 | $28,774 | $69,518-58.6% | $59,878-51.9% | $135,375-78.7% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.7%+5.3pp | 82.6%-2.6pp |
| Annual return | -5.62% | 7.94%-13.6pp | 3.46%-9.1pp | 519.73%-525.4pp |
| Employer contribution / active EE | $4,090 | $3,235+26.4% | $2,722+50.3% | $4,779-14.4% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $127 | $5,734-97.8% | $3,590-96.5% | $10,827-98.8% |