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 | $89,724 | $88,707+1.1% | $74,183+20.9% | $273,961-67.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.44% | 11.94%-4.5pp | 17.74%-10.3pp | 41.45%-34.0pp |
| Employer contribution / active EE | $2,072 | $3,159-34.4% | $2,370-12.6% | $4,869-57.4% |
| Participant deferral / active EE | $1,281 | $4,212-69.6% | $3,550-63.9% | $5,287-75.8% |
| Admin fee / account holder | $103 | $8,717-98.8% | $5,586-98.2% | $10,132-99.0% |