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 | $28,093 | $95,862-70.7% | $79,550-64.7% | $134,475-79.1% |
| Participation rate | 95.5% | 75.0%+20.4pp | 69.5%+26.0pp | 81.2%+14.2pp |
| Annual return | -9.77% | -2.69%-7.1pp | 0.16%-9.9pp | 417.96%-427.7pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,488 | $4,693-47.0% | $3,985-37.6% | $6,400-61.1% |
| Admin fee / account holder | $136 | $9,126-98.5% | $6,832-98.0% | $11,426-98.8% |