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 | $25,365 | $48,265-47.4% | $68,791-63.1% | $68,494-63.0% |
| Participation rate | 97.1% | 60.7%+36.4pp | 69.0%+28.0pp | 67.9%+29.2pp |
| Annual return | -16.20% | -12.71%-3.5pp | -6.38%-9.8pp | -7.84%-8.4pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,644 | $2,867-7.8% | $3,941-32.9% | $4,027-34.4% |
| Admin fee / account holder | $29 | $4,355-99.3% | $4,932-99.4% | $5,403-99.5% |