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 6-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 | $41,488 | $65,685-36.8% | $57,179-27.4% | $273,961-84.9% |
| Participation rate | 94.7% | 78.3%+16.4pp | 75.3%+19.4pp | 83.0%+11.7pp |
| Annual return | 1.75% | 21.99%-20.2pp | 14.59%-12.8pp | 41.45%-39.7pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,916 | $3,782-49.3% | $3,096-38.1% | $5,287-63.8% |
| Admin fee / account holder | $270 | $4,835-94.4% | $3,139-91.4% | $10,132-97.3% |