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 | $106,670 | $103,949+2.6% | $69,182+54.2% | $273,961-61.1% |
| Participation rate | 90.0% | 67.4%+22.6pp | 55.1%+34.9pp | 83.0%+7.0pp |
| Annual return | 5.37% | 35.28%-29.9pp | -21.93%+27.3pp | 41.45%-36.1pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,894 | $2,716-30.3% | $1,897-0.2% | $5,287-64.2% |
| Admin fee / account holder | $257 | $3,671-93.0% | $2,697-90.5% | $10,132-97.5% |