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 | $85,408 | $88,583-3.6% | $88,497-3.5% | $273,961-68.8% |
| Participation rate | 76.9% | 83.5%-6.5pp | 82.4%-5.5pp | 83.0%-6.1pp |
| Annual return | 5.91% | 5.68%+0.2pp | 7.63%-1.7pp | 41.45%-35.5pp |
| Employer contribution / active EE | $3,082 | $4,502-31.6% | $4,036-23.6% | $4,869-36.7% |
| Participant deferral / active EE | $5,206 | $4,891+6.4% | $4,899+6.3% | $5,287-1.5% |
| Admin fee / account holder | $65 | $8,980-99.3% | $6,220-98.9% | $10,132-99.4% |