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 | $41,327 | $49,227-16.0% | $70,449-41.3% | $79,858-48.2% |
| Participation rate | 97.1% | 69.2%+27.9pp | 75.1%+22.0pp | 69.6%+27.4pp |
| Annual return | 16.27% | 30.06%-13.8pp | 109.03%-92.8pp | 31.71%-15.4pp |
| Employer contribution / active EE | $2,235 | $2,099+6.5% | $2,737-18.3% | $2,471-9.6% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $126 | $2,878-95.6% | $3,845-96.7% | $5,306-97.6% |