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 3-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 | $89,036 | $99,341-10.4% | $84,750+5.1% | $273,961-67.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.74% | 22.93%-17.2pp | 22.78%-17.0pp | 41.45%-35.7pp |
| Employer contribution / active EE | $2,610 | $4,214-38.1% | $3,574-27.0% | $4,869-46.4% |
| Participant deferral / active EE | $4,483 | $4,269+5.0% | $3,712+20.8% | $5,287-15.2% |
| Admin fee / account holder | $72 | $6,644-98.9% | $5,332-98.6% | $10,132-99.3% |