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 | $79,112 | $90,503-12.6% | $78,689+0.5% | $273,961-71.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.72% | 75.60%-70.9pp | 62.18%-57.5pp | 41.45%-36.7pp |
| Employer contribution / active EE | $3,023 | $3,176-4.8% | $2,851+6.0% | $4,869-37.9% |
| Participant deferral / active EE | $4,496 | $3,901+15.3% | $3,517+27.9% | $5,287-15.0% |
| Admin fee / account holder | $298 | $5,263-94.3% | $4,510-93.4% | $10,132-97.1% |