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 | $72,879 | $81,446-10.5% | $103,374-29.5% | $80,874-9.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 15.44% | 25.57%-10.1pp | 24.89%-9.4pp | 35.62%-20.2pp |
| Employer contribution / active EE | $2,580 | $3,107-17.0% | $3,869-33.3% | $2,756-6.4% |
| Participant deferral / active EE | $7,415 | $3,870+91.6% | $5,058+46.6% | $4,297+72.6% |
| Admin fee / account holder | $24 | $6,715-99.6% | $8,394-99.7% | $6,935-99.7% |