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 | $45,269 | $43,327+4.5% | $59,878-24.4% | $64,186-29.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 8.93% | -1.55%+10.5pp | 3.46%+5.5pp | 7.63%+1.3pp |
| Employer contribution / active EE | $3,022 | $2,028+49.0% | $2,722+11.0% | $2,381+26.9% |
| Participant deferral / active EE | $4,514 | $2,546+77.3% | $3,402+32.7% | $3,470+30.1% |
| Admin fee / account holder | $120 | $3,005-96.0% | $3,590-96.7% | $4,888-97.5% |