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 | $17,725 | $69,518-74.5% | $59,878-70.4% | $135,375-86.9% |
| Participation rate | 73.3% | 77.8%-4.5pp | 74.7%-1.4pp | 82.6%-9.3pp |
| Annual return | -5.62% | 7.94%-13.6pp | 3.46%-9.1pp | 519.73%-525.4pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,185 | $4,206-71.8% | $3,402-65.2% | $5,609-78.9% |
| Admin fee / account holder | $111 | $5,734-98.1% | $3,590-96.9% | $10,827-99.0% |