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 | $20,202 | $49,177-58.9% | $79,464-74.6% | $64,186-68.5% |
| Participation rate | 73.5% | 65.0%+8.5pp | 73.3%+0.2pp | 69.6%+4.0pp |
| Annual return | 4.43% | -1.16%+5.6pp | 718.14%-713.7pp | 7.63%-3.2pp |
| Employer contribution / active EE | $1,053 | $2,076-49.3% | $2,800-62.4% | $2,381-55.8% |
| Participant deferral / active EE | $1,610 | $2,821-42.9% | $3,704-56.5% | $3,470-53.6% |
| Admin fee / account holder | $53 | $3,839-98.6% | $5,113-99.0% | $4,888-98.9% |