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 | $23,333 | $106,115-78.0% | $85,969-72.9% | $125,391-81.4% |
| Participation rate | 88.9% | 84.1%+4.8pp | 76.5%+12.4pp | 83.2%+5.7pp |
| Annual return | 0.14% | 13.93%-13.8pp | 9.32%-9.2pp | 282.22%-282.1pp |
| Employer contribution / active EE | $4,381 | $4,537-3.4% | $3,474+26.1% | $4,866-10.0% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,540-100.0% |