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 | $34,347 | $131,829-73.9% | $108,579-68.4% | $273,961-87.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 12.06% | -91.57%+103.6pp | -51.70%+63.8pp | 41.45%-29.4pp |
| Employer contribution / active EE | $2,459 | $4,912-49.9% | $3,758-34.6% | $4,869-49.5% |
| Participant deferral / active EE | $3,670 | $5,127-28.4% | $4,311-14.9% | $5,287-30.6% |
| Admin fee / account holder | $109 | $10,252-98.9% | $7,645-98.6% | $10,132-98.9% |