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 | $36,517 | $131,829-72.3% | $108,579-66.4% | $273,961-86.7% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.6%+12.1pp | 83.0%+8.7pp |
| Annual return | 9.40% | -91.57%+101.0pp | -51.70%+61.1pp | 41.45%-32.1pp |
| Employer contribution / active EE | $7,029 | $4,912+43.1% | $3,758+87.0% | $4,869+44.4% |
| Participant deferral / active EE | $7,179 | $5,127+40.0% | $4,311+66.5% | $5,287+35.8% |
| Admin fee / account holder | $167 | $10,252-98.4% | $7,645-97.8% | $10,132-98.4% |