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 | $51,906 | $113,935-54.4% | $94,224-44.9% | $125,391-58.6% |
| Participation rate | 76.9% | 82.9%-6.0pp | 78.8%-1.8pp | 83.2%-6.3pp |
| Annual return | -1.90% | 5.29%-7.2pp | 10.68%-12.6pp | 282.22%-284.1pp |
| Employer contribution / active EE | $1,877 | $4,727-60.3% | $3,587-47.7% | $4,866-61.4% |
| Participant deferral / active EE | $3,037 | $5,179-41.4% | $4,320-29.7% | $5,352-43.2% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |