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 | $18,721 | $52,903-64.6% | $73,307-74.5% | $59,632-68.6% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | -1.70% | 12.20%-13.9pp | 5.67%-7.4pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $1,597 | $1,909-16.4% | $3,237-50.7% | $2,203-27.5% |
| Participant deferral / active EE | $2,337 | $4,069-42.6% | $4,991-53.2% | $3,192-26.8% |
| Admin fee / account holder | $176 | $3,834-95.4% | $5,637-96.9% | $4,297-95.9% |