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 | $40,832 | $88,583-53.9% | $88,497-53.9% | $273,961-85.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 7.74% | 5.68%+2.1pp | 7.63%+0.1pp | 41.45%-33.7pp |
| Employer contribution / active EE | $3,137 | $4,502-30.3% | $4,036-22.3% | $4,869-35.6% |
| Participant deferral / active EE | $7,095 | $4,891+45.1% | $4,899+44.8% | $5,287+34.2% |
| Admin fee / account holder | $131 | $8,980-98.5% | $6,220-97.9% | $10,132-98.7% |