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 | $34,562 | $131,829-73.8% | $108,579-68.2% | $273,961-87.4% |
| Participation rate | 86.7% | 83.5%+3.2pp | 79.6%+7.1pp | 83.0%+3.7pp |
| Annual return | 11.14% | -91.57%+102.7pp | -51.70%+62.8pp | 41.45%-30.3pp |
| Employer contribution / active EE | $2,922 | $4,912-40.5% | $3,758-22.2% | $4,869-40.0% |
| Participant deferral / active EE | $3,190 | $5,127-37.8% | $4,311-26.0% | $5,287-39.7% |
| Admin fee / account holder | $24 | $10,252-99.8% | $7,645-99.7% | $10,132-99.8% |