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 | $58,659 | $60,349-2.8% | $74,183-20.9% | $62,891-6.7% |
| Participation rate | 77.4% | 72.7%+4.6pp | 76.6%+0.7pp | 69.3%+8.1pp |
| Annual return | 7.27% | 21.37%-14.1pp | 17.74%-10.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,161 | $2,856+10.7% | $3,550-10.9% | $3,203-1.3% |
| Admin fee / account holder | $172 | $4,261-96.0% | $5,586-96.9% | $4,296-96.0% |