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 | $82,720 | $90,503-8.6% | $78,689+5.1% | $273,961-69.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.16% | 75.60%-69.4pp | 62.18%-56.0pp | 41.45%-35.3pp |
| Employer contribution / active EE | $4,289 | $3,176+35.1% | $2,851+50.5% | $4,869-11.9% |
| Participant deferral / active EE | $9,590 | $3,901+145.8% | $3,517+172.7% | $5,287+81.4% |
| Admin fee / account holder | $152 | $5,263-97.1% | $4,510-96.6% | $10,132-98.5% |