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 | $17,538 | $49,280-64.4% | $67,313-73.9% | $64,186-72.7% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -6.41% | -1.39%-5.0pp | -4.08%-2.3pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,327 | $1,668-20.5% | $2,566-48.3% | $2,381-44.3% |
| Participant deferral / active EE | $1,238 | $2,484-50.2% | $3,568-65.3% | $3,470-64.3% |
| Admin fee / account holder | $227 | $3,863-94.1% | $4,507-95.0% | $4,888-95.4% |