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 | $64,643 | $85,790-24.6% | $67,313-4.0% | $135,375-52.2% |
| Participation rate | 82.6% | 76.5%+6.1pp | 69.1%+13.5pp | 82.6%0pp |
| Annual return | -8.03% | -0.54%-7.5pp | -4.08%-3.9pp | 519.73%-527.8pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,436 | $4,651-69.1% | $3,568-59.7% | $5,609-74.4% |
| Admin fee / account holder | $240 | $6,392-96.2% | $4,507-94.7% | $10,827-97.8% |