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 | $64,773 | $61,660+5.0% | $80,019-19.1% | $64,186+0.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 9.00% | -0.33%+9.3pp | 11.22%-2.2pp | 7.63%+1.4pp |
| Employer contribution / active EE | $8,518 | $1,810+370.5% | $2,468+245.2% | $2,381+257.8% |
| Participant deferral / active EE | $8,503 | $2,968+186.5% | $3,686+130.7% | $3,470+145.1% |
| Admin fee / account holder | $185 | $5,417-96.6% | $6,521-97.2% | $4,888-96.2% |