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 | $84,373 | $90,503-6.8% | $78,689+7.2% | $273,961-69.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 15.21% | 75.60%-60.4pp | 62.18%-47.0pp | 41.45%-26.2pp |
| Employer contribution / active EE | $23,000 | $3,176+624.2% | $2,851+706.8% | $4,869+372.4% |
| Participant deferral / active EE | $17,992 | $3,901+361.2% | $3,517+411.6% | $5,287+240.3% |
| Admin fee / account holder | $291 | $5,263-94.5% | $4,510-93.5% | $10,132-97.1% |