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 | $39,482 | $131,829-70.1% | $108,579-63.6% | $273,961-85.6% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.6%+7.9pp | 83.0%+4.5pp |
| Annual return | 5.32% | -91.57%+96.9pp | -51.70%+57.0pp | 41.45%-36.1pp |
| Employer contribution / active EE | $2,828 | $4,912-42.4% | $3,758-24.8% | $4,869-41.9% |
| Participant deferral / active EE | $3,473 | $5,127-32.3% | $4,311-19.4% | $5,287-34.3% |
| Admin fee / account holder | $104 | $10,252-99.0% | $7,645-98.6% | $10,132-99.0% |