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 | $23,881 | $48,076-50.3% | $78,689-69.7% | $62,891-62.0% |
| Participation rate | 96.4% | 65.2%+31.2pp | 73.6%+22.9pp | 69.3%+27.1pp |
| Annual return | 8.12% | 31.35%-23.2pp | 62.18%-54.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,974 | $2,588-23.7% | $3,517-43.9% | $3,203-38.4% |
| Admin fee / account holder | $51 | $3,207-98.4% | $4,510-98.9% | $4,296-98.8% |