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 | $62,831 | $43,327+45.0% | $59,878+4.9% | $64,186-2.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 12.82% | -1.55%+14.4pp | 3.46%+9.4pp | 7.63%+5.2pp |
| Employer contribution / active EE | $1,185 | $2,028-41.6% | $2,722-56.5% | $2,381-50.2% |
| Participant deferral / active EE | $0 | $2,546-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $185 | $3,005-93.8% | $3,590-94.8% | $4,888-96.2% |