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 | $28,317 | $131,829-78.5% | $108,579-73.9% | $273,961-89.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.14% | -91.57%+94.7pp | -51.70%+54.8pp | 41.45%-38.3pp |
| Employer contribution / active EE | $4,626 | $4,912-5.8% | $3,758+23.1% | $4,869-5.0% |
| Participant deferral / active EE | $2,939 | $5,127-42.7% | $4,311-31.8% | $5,287-44.4% |
| Admin fee / account holder | $261 | $10,252-97.5% | $7,645-96.6% | $10,132-97.4% |