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 | $154,445 | $88,583+74.4% | $88,497+74.5% | $273,961-43.6% |
| Participation rate | 83.3% | 83.5%-0.1pp | 82.4%+0.9pp | 83.0%+0.3pp |
| Annual return | 2.99% | 5.68%-2.7pp | 7.63%-4.6pp | 41.45%-38.5pp |
| Employer contribution / active EE | $1,107 | $4,502-75.4% | $4,036-72.6% | $4,869-77.3% |
| Participant deferral / active EE | $8,000 | $4,891+63.6% | $4,899+63.3% | $5,287+51.3% |
| Admin fee / account holder | $0 | $8,980-100.0% | $6,220-100.0% | $10,132-100.0% |