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 | $58,484 | $73,867-20.8% | $143,757-59.3% | $68,494-14.6% |
| Participation rate | 96.0% | 66.7%+29.3pp | 80.3%+15.7pp | 67.9%+28.1pp |
| Annual return | 10.50% | 1.01%+9.5pp | -0.04%+10.5pp | -7.84%+18.3pp |
| Employer contribution / active EE | $899 | $3,184-71.8% | $4,951-81.8% | $2,596-65.4% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,637-100.0% | $4,027-100.0% |
| Admin fee / account holder | $29 | $5,755-99.5% | $14,673-99.8% | $5,403-99.5% |