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 | $120,960 | $131,829-8.2% | $108,579+11.4% | $273,961-55.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.88% | -91.57%+99.4pp | -51.70%+59.6pp | 41.45%-33.6pp |
| Employer contribution / active EE | $7,500 | $4,912+52.7% | $3,758+99.6% | $4,869+54.0% |
| Participant deferral / active EE | $8,135 | $5,127+58.7% | $4,311+88.7% | $5,287+53.9% |
| Admin fee / account holder | $227 | $10,252-97.8% | $7,645-97.0% | $10,132-97.8% |