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 | $42,848 | $39,122+9.5% | $57,179-25.1% | $62,891-31.9% |
| Participation rate | 75.9% | 70.5%+5.4pp | 75.3%+0.5pp | 69.3%+6.6pp |
| Annual return | 5.85% | 9.23%-3.4pp | 14.59%-8.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,607 | $2,374+9.8% | $3,096-15.8% | $3,203-18.6% |
| Admin fee / account holder | $283 | $2,592-89.1% | $3,139-91.0% | $4,296-93.4% |