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 | $58,454 | $77,813-24.9% | $123,544-52.7% | $64,186-8.9% |
| Participation rate | 86.7% | 74.7%+12.0pp | 82.3%+4.4pp | 69.6%+17.1pp |
| Annual return | -5.69% | 12.48%-18.2pp | 119.20%-124.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,263 | $5,240-37.7% | $6,426-49.2% | $3,470-5.9% |
| Admin fee / account holder | $99 | $5,519-98.2% | $9,284-98.9% | $4,888-98.0% |