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 | $78,079 | $97,044-19.5% | $83,333-6.3% | $135,375-42.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 4.43% | 12.31%-7.9pp | 10.63%-6.2pp | 519.73%-515.3pp |
| Employer contribution / active EE | $3,634 | $4,143-12.3% | $3,379+7.5% | $4,779-24.0% |
| Participant deferral / active EE | $8,738 | $5,964+46.5% | $5,565+57.0% | $5,609+55.8% |
| Admin fee / account holder | $1 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |