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 | $84,563 | $90,503-6.6% | $78,689+7.5% | $273,961-69.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.15% | 75.60%-68.5pp | 62.18%-55.0pp | 41.45%-34.3pp |
| Employer contribution / active EE | $2,816 | $3,176-11.3% | $2,851-1.2% | $4,869-42.2% |
| Participant deferral / active EE | $7,929 | $3,901+103.2% | $3,517+125.5% | $5,287+50.0% |
| Admin fee / account holder | $92 | $5,263-98.3% | $4,510-98.0% | $10,132-99.1% |