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 | $41,639 | $55,002-24.3% | $59,878-30.5% | $56,287-26.0% |
| Participation rate | 95.0% | 75.9%+19.1pp | 74.7%+20.3pp | 69.9%+25.2pp |
| Annual return | 6.22% | 1.13%+5.1pp | 3.46%+2.8pp | -9.96%+16.2pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,489 | $3,121-20.3% | $3,402-26.8% | $3,350-25.7% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |