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 | $52,280 | $90,600-42.3% | $79,464-34.2% | $135,375-61.4% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -5.55% | 977.43%-983.0pp | 718.14%-723.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $194 | $3,068-93.7% | $2,800-93.1% | $4,779-95.9% |
| Participant deferral / active EE | $1,943 | $4,050-52.0% | $3,704-47.5% | $5,609-65.4% |
| Admin fee / account holder | $62 | $5,907-98.9% | $5,113-98.8% | $10,827-99.4% |