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 | $24,994 | $43,327-42.3% | $59,878-58.3% | $64,186-61.1% |
| Participation rate | 75.0% | 69.2%+5.8pp | 74.7%+0.3pp | 69.6%+5.4pp |
| Annual return | 9.61% | -1.55%+11.2pp | 3.46%+6.2pp | 7.63%+2.0pp |
| Employer contribution / active EE | $1,491 | $2,028-26.5% | $2,722-45.2% | $2,381-37.4% |
| Participant deferral / active EE | $3,248 | $2,546+27.6% | $3,402-4.5% | $3,470-6.4% |
| Admin fee / account holder | $0 | $3,005-100.0% | $3,590-100.0% | $4,888-100.0% |