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 | $82,743 | $99,341-16.7% | $84,750-2.4% | $273,961-69.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.41% | 22.93%-17.5pp | 22.78%-17.4pp | 41.45%-36.0pp |
| Employer contribution / active EE | $9,096 | $4,214+115.9% | $3,574+154.5% | $4,869+86.8% |
| Participant deferral / active EE | $9,228 | $4,269+116.2% | $3,712+148.6% | $5,287+74.5% |
| Admin fee / account holder | $59 | $6,644-99.1% | $5,332-98.9% | $10,132-99.4% |