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 | $104,487 | $131,829-20.7% | $108,579-3.8% | $273,961-61.9% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.6%+6.1pp | 83.0%+2.7pp |
| Annual return | 6.65% | -91.57%+98.2pp | -51.70%+58.3pp | 41.45%-34.8pp |
| Employer contribution / active EE | $2,897 | $4,912-41.0% | $3,758-22.9% | $4,869-40.5% |
| Participant deferral / active EE | $5,337 | $5,127+4.1% | $4,311+23.8% | $5,287+1.0% |
| Admin fee / account holder | $47 | $10,252-99.5% | $7,645-99.4% | $10,132-99.5% |