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 | $36,708 | $45,035-18.5% | $62,995-41.7% | $70,131-47.7% |
| Participation rate | 89.7% | 69.5%+20.1pp | 74.8%+14.8pp | 69.5%+20.1pp |
| Annual return | 15.20% | 18.76%-3.6pp | 87.57%-72.4pp | 73.14%-57.9pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,729 | $2,465+51.3% | $3,329+12.0% | $3,332+11.9% |
| Admin fee / account holder | $151 | $2,834-94.7% | $3,600-95.8% | $4,645-96.7% |