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 | $195,889 | $131,829+48.6% | $108,579+80.4% | $273,961-28.5% |
| Participation rate | 72.7% | 83.5%-10.7pp | 79.6%-6.8pp | 83.0%-10.3pp |
| Annual return | 5.19% | -91.57%+96.8pp | -51.70%+56.9pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,980 | $4,912-59.7% | $3,758-47.3% | $4,869-59.3% |
| Participant deferral / active EE | $6,485 | $5,127+26.5% | $4,311+50.4% | $5,287+22.7% |
| Admin fee / account holder | $172 | $10,252-98.3% | $7,645-97.8% | $10,132-98.3% |