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 | $83,806 | $96,956-13.6% | $70,014+19.7% | $273,961-69.4% |
| Participation rate | 80.0% | 77.1%+2.9pp | 71.8%+8.2pp | 83.0%-3.0pp |
| Annual return | 6.69% | 12.93%-6.2pp | 12.99%-6.3pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,644 | $3,316-50.4% | $2,338-29.7% | $4,869-66.2% |
| Participant deferral / active EE | $3,506 | $3,744-6.4% | $2,931+19.6% | $5,287-33.7% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |