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 9-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 | $20,337 | $44,221-54.0% | $121,196-83.2% | $56,287-63.9% |
| Participation rate | 96.2% | 61.1%+35.1pp | 71.7%+24.4pp | 69.9%+26.3pp |
| Annual return | -1.75% | -3.58%+1.8pp | 16.93%-18.7pp | -9.96%+8.2pp |
| Employer contribution / active EE | $2,207 | $1,480+49.1% | $4,022-45.1% | $2,111+4.5% |
| Participant deferral / active EE | $2,465 | $2,521-2.2% | $3,344-26.3% | $3,350-26.4% |
| Admin fee / account holder | $139 | $480-71.0% | $5,019-97.2% | $521-73.3% |