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 | $62,019 | $77,813-20.3% | $123,544-49.8% | $64,186-3.4% |
| Participation rate | 70.5% | 74.7%-4.2pp | 82.3%-11.8pp | 69.6%+0.9pp |
| Annual return | -6.62% | 12.48%-19.1pp | 119.20%-125.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,795 | $5,240-46.7% | $6,426-56.5% | $3,470-19.4% |
| Admin fee / account holder | $271 | $5,519-95.1% | $9,284-97.1% | $4,888-94.5% |