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 | $86,885 | $99,341-12.5% | $84,750+2.5% | $273,961-68.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.49% | 22.93%-16.4pp | 22.78%-16.3pp | 41.45%-35.0pp |
| Employer contribution / active EE | $9,080 | $4,214+115.5% | $3,574+154.0% | $4,869+86.5% |
| Participant deferral / active EE | $3,346 | $4,269-21.6% | $3,712-9.8% | $5,287-36.7% |
| Admin fee / account holder | $9 | $6,644-99.9% | $5,332-99.8% | $10,132-99.9% |