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 | $83,310 | $90,503-7.9% | $78,689+5.9% | $273,961-69.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.19% | 75.60%-69.4pp | 62.18%-56.0pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,530 | $3,176-51.8% | $2,851-46.3% | $4,869-68.6% |
| Participant deferral / active EE | $4,134 | $3,901+6.0% | $3,517+17.6% | $5,287-21.8% |
| Admin fee / account holder | $11 | $5,263-99.8% | $4,510-99.8% | $10,132-99.9% |