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 | $51,208 | $158,817-67.8% | $121,196-57.7% | $135,375-62.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -5.38% | -0.64%-4.7pp | 16.93%-22.3pp | 519.73%-525.1pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,295 | $4,005+82.2% | $3,344+118.1% | $5,609+30.1% |
| Admin fee / account holder | $151 | $6,512-97.7% | $5,019-97.0% | $10,827-98.6% |