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 | $88,263 | $91,552-3.6% | $133,956-34.1% | $79,858+10.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 18.18% | 61.85%-43.7pp | 45.09%-26.9pp | 31.71%-13.5pp |
| Employer contribution / active EE | $1,697 | $2,384-28.8% | $3,919-56.7% | $2,471-31.3% |
| Participant deferral / active EE | $2,733 | $3,733-26.8% | $5,048-45.9% | $3,740-26.9% |
| Admin fee / account holder | $281 | $6,321-95.6% | $8,927-96.9% | $5,306-94.7% |