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 | $40,748 | $67,214-39.4% | $61,491-33.7% | $134,475-69.7% |
| Participation rate | 0.0% | 83.7%-83.7pp | 79.3%-79.3pp | 81.2%-81.2pp |
| Annual return | 1.30% | -12.08%+13.4pp | -12.98%+14.3pp | 417.96%-416.7pp |
| Employer contribution / active EE | $0 | $4,974-100.0% | $4,246-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $6,103-100.0% | $5,188-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1 | $4,610-100.0% | $4,312-100.0% | $11,426-100.0% |