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 | $83,862 | $96,557-13.1% | $80,975+3.6% | $273,961-69.4% |
| Participation rate | 90.9% | 79.1%+11.8pp | 75.8%+15.1pp | 83.0%+7.9pp |
| Annual return | 6.06% | 15.14%-9.1pp | 17.10%-11.0pp | 41.45%-35.4pp |
| Employer contribution / active EE | $3,024 | $4,868-37.9% | $3,714-18.6% | $4,869-37.9% |
| Participant deferral / active EE | $7,173 | $6,598+8.7% | $5,696+25.9% | $5,287+35.7% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |