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 | $73,193 | $88,583-17.4% | $88,497-17.3% | $273,961-73.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 7.65% | 5.68%+2.0pp | 7.63%0pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,836 | $4,502-59.2% | $4,036-54.5% | $4,869-62.3% |
| Participant deferral / active EE | $3,270 | $4,891-33.1% | $4,899-33.3% | $5,287-38.1% |
| Admin fee / account holder | $0 | $8,980-100.0% | $6,220-100.0% | $10,132-100.0% |