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 | $88,050 | $90,503-2.7% | $78,689+11.9% | $273,961-67.9% |
| Participation rate | 77.8% | 76.5%+1.3pp | 73.6%+4.2pp | 83.0%-5.2pp |
| Annual return | 7.16% | 75.60%-68.4pp | 62.18%-55.0pp | 41.45%-34.3pp |
| Employer contribution / active EE | $3,954 | $3,176+24.5% | $2,851+38.7% | $4,869-18.8% |
| Participant deferral / active EE | $8,182 | $3,901+109.7% | $3,517+132.7% | $5,287+54.8% |
| Admin fee / account holder | $26 | $5,263-99.5% | $4,510-99.4% | $10,132-99.7% |