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 | $64,856 | $131,829-50.8% | $108,579-40.3% | $273,961-76.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.60% | -91.57%+101.2pp | -51.70%+61.3pp | 41.45%-31.9pp |
| Employer contribution / active EE | $4,186 | $4,912-14.8% | $3,758+11.4% | $4,869-14.0% |
| Participant deferral / active EE | $16,625 | $5,127+224.3% | $4,311+285.7% | $5,287+214.4% |
| Admin fee / account holder | $223 | $10,252-97.8% | $7,645-97.1% | $10,132-97.8% |