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 | $32,055 | $43,327-26.0% | $59,878-46.5% | $64,186-50.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 10.90% | -1.55%+12.5pp | 3.46%+7.4pp | 7.63%+3.3pp |
| Employer contribution / active EE | $1,429 | $2,028-29.6% | $2,722-47.5% | $2,381-40.0% |
| Participant deferral / active EE | $4,508 | $2,546+77.1% | $3,402+32.5% | $3,470+29.9% |
| Admin fee / account holder | $69 | $3,005-97.7% | $3,590-98.1% | $4,888-98.6% |