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 | $85,907 | $99,341-13.5% | $84,750+1.4% | $273,961-68.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.22% | 22.93%-16.7pp | 22.78%-16.6pp | 41.45%-35.2pp |
| Employer contribution / active EE | $2,890 | $4,214-31.4% | $3,574-19.1% | $4,869-40.6% |
| Participant deferral / active EE | $5,638 | $4,269+32.0% | $3,712+51.9% | $5,287+6.6% |
| Admin fee / account holder | $176 | $6,644-97.4% | $5,332-96.7% | $10,132-98.3% |