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 | $151,284 | $167,484-9.7% | $151,611-0.2% | $134,475+12.5% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | 8.00% | 7.80%+0.2pp | 3.33%+4.7pp | 417.96%-410.0pp |
| Employer contribution / active EE | $1,736 | $6,829-74.6% | $6,166-71.8% | $4,740-63.4% |
| Participant deferral / active EE | $3,406 | $8,986-62.1% | $8,363-59.3% | $6,400-46.8% |
| Admin fee / account holder | $169 | $13,783-98.8% | $11,616-98.5% | $11,426-98.5% |