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 | $70,646 | $131,829-46.4% | $108,579-34.9% | $273,961-74.2% |
| Participation rate | 94.4% | 83.5%+11.0pp | 79.6%+14.9pp | 83.0%+11.4pp |
| Annual return | 12.87% | -91.57%+104.4pp | -51.70%+64.6pp | 41.45%-28.6pp |
| Employer contribution / active EE | $1,801 | $4,912-63.3% | $3,758-52.1% | $4,869-63.0% |
| Participant deferral / active EE | $6,770 | $5,127+32.0% | $4,311+57.0% | $5,287+28.0% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |