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 | $66,156 | $211,958-68.8% | $169,463-61.0% | $135,375-51.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.38% | 3.26%-6.6pp | 1.83%-5.2pp | 519.73%-523.1pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,075 | $6,075-65.8% | $5,277-60.7% | $5,609-63.0% |
| Admin fee / account holder | $63 | $11,471-99.5% | $9,109-99.3% | $10,827-99.4% |