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 | $77,333 | $88,707-12.8% | $74,183+4.2% | $273,961-71.8% |
| Participation rate | 81.0% | 79.4%+1.5pp | 76.6%+4.3pp | 83.0%-2.1pp |
| Annual return | 7.23% | 11.94%-4.7pp | 17.74%-10.5pp | 41.45%-34.2pp |
| Employer contribution / active EE | $742 | $3,159-76.5% | $2,370-68.7% | $4,869-84.8% |
| Participant deferral / active EE | $7,538 | $4,212+79.0% | $3,550+112.4% | $5,287+42.6% |
| Admin fee / account holder | $137 | $8,717-98.4% | $5,586-97.6% | $10,132-98.7% |