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 | $88,885 | $90,503-1.8% | $78,689+13.0% | $273,961-67.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.96% | 75.60%-72.6pp | 62.18%-59.2pp | 41.45%-38.5pp |
| Employer contribution / active EE | $3,987 | $3,176+25.5% | $2,851+39.9% | $4,869-18.1% |
| Participant deferral / active EE | $4,752 | $3,901+21.8% | $3,517+35.1% | $5,287-10.1% |
| Admin fee / account holder | $24 | $5,263-99.5% | $4,510-99.5% | $10,132-99.8% |