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 | $66,506 | $131,829-49.6% | $108,579-38.7% | $273,961-75.7% |
| Participation rate | 95.2% | 83.5%+11.8pp | 79.6%+15.7pp | 83.0%+12.2pp |
| Annual return | 11.61% | -91.57%+103.2pp | -51.70%+63.3pp | 41.45%-29.8pp |
| Employer contribution / active EE | $1,749 | $4,912-64.4% | $3,758-53.5% | $4,869-64.1% |
| Participant deferral / active EE | $5,007 | $5,127-2.3% | $4,311+16.1% | $5,287-5.3% |
| Admin fee / account holder | $7 | $10,252-99.9% | $7,645-99.9% | $10,132-99.9% |