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 | $42,090 | $131,829-68.1% | $108,579-61.2% | $273,961-84.6% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.6%+7.9pp | 83.0%+4.5pp |
| Annual return | 3.21% | -91.57%+94.8pp | -51.70%+54.9pp | 41.45%-38.2pp |
| Employer contribution / active EE | $1,529 | $4,912-68.9% | $3,758-59.3% | $4,869-68.6% |
| Participant deferral / active EE | $3,464 | $5,127-32.4% | $4,311-19.6% | $5,287-34.5% |
| Admin fee / account holder | $6 | $10,252-99.9% | $7,645-99.9% | $10,132-99.9% |