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 | $38,260 | $43,327-11.7% | $59,878-36.1% | $64,186-40.4% |
| Participation rate | 97.8% | 69.2%+28.7pp | 74.7%+23.1pp | 69.6%+28.3pp |
| Annual return | 9.99% | -1.55%+11.5pp | 3.46%+6.5pp | 7.63%+2.4pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,741 | $2,546+7.6% | $3,402-19.4% | $3,470-21.0% |
| Admin fee / account holder | $12 | $3,005-99.6% | $3,590-99.7% | $4,888-99.8% |