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 | $97,505 | $92,222+5.7% | $76,768+27.0% | $135,375-28.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 5.61% | 5.46%+0.1pp | 2.43%+3.2pp | 519.73%-514.1pp |
| Employer contribution / active EE | $10,494 | $3,216+226.3% | $2,485+322.3% | $4,779+119.6% |
| Participant deferral / active EE | $10,461 | $4,509+132.0% | $3,852+171.6% | $5,609+86.5% |
| Admin fee / account holder | $83 | $10,748-99.2% | $6,675-98.8% | $10,827-99.2% |