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 | $105,251 | $105,630-0.4% | $87,507+20.3% | $273,961-61.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 7.62% | 12.25%-4.6pp | 12.21%-4.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,806 | $3,141-42.5% | $2,550-29.2% | $4,869-62.9% |
| Participant deferral / active EE | $5,837 | $3,601+62.1% | $3,149+85.4% | $5,287+10.4% |
| Admin fee / account holder | $250 | $4,781-94.8% | $4,221-94.1% | $10,132-97.5% |