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 | $46,670 | $131,829-64.6% | $108,579-57.0% | $273,961-83.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.88% | -91.57%+96.4pp | -51.70%+56.6pp | 41.45%-36.6pp |
| Employer contribution / active EE | $4,839 | $4,912-1.5% | $3,758+28.8% | $4,869-0.6% |
| Participant deferral / active EE | $8,250 | $5,127+60.9% | $4,311+91.4% | $5,287+56.0% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |