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 | $65,982 | $105,630-37.5% | $87,507-24.6% | $273,961-75.9% |
| Participation rate | 88.9% | 78.2%+10.7pp | 73.8%+15.0pp | 83.0%+5.9pp |
| Annual return | 7.06% | 12.25%-5.2pp | 12.21%-5.1pp | 41.45%-34.4pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,378 | $3,601-33.9% | $3,149-24.5% | $5,287-55.0% |
| Admin fee / account holder | $39 | $4,781-99.2% | $4,221-99.1% | $10,132-99.6% |