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 | $29,345 | $67,411-56.5% | $91,001-67.8% | $70,131-58.2% |
| Participation rate | 76.5% | 71.4%+5.1pp | 75.6%+0.9pp | 69.5%+6.9pp |
| Annual return | 16.40% | -40.16%+56.6pp | 4.60%+11.8pp | 73.14%-56.7pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,987 | $2,823-29.6% | $3,547-44.0% | $3,332-40.4% |
| Admin fee / account holder | $233 | $4,236-94.5% | $5,417-95.7% | $4,645-95.0% |