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 | $27,114 | $62,586-56.7% | $76,768-64.7% | $64,186-57.8% |
| Participation rate | 71.9% | 72.8%-0.9pp | 77.0%-5.1pp | 69.6%+2.3pp |
| Annual return | -5.55% | -1.95%-3.6pp | 2.43%-8.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $529 | $1,832-71.1% | $2,485-78.7% | $2,381-77.8% |
| Participant deferral / active EE | $1,564 | $3,145-50.3% | $3,852-59.4% | $3,470-54.9% |
| Admin fee / account holder | $27 | $4,667-99.4% | $6,675-99.6% | $4,888-99.4% |