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 | $71,758 | $131,829-45.6% | $108,579-33.9% | $273,961-73.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.16% | -91.57%+99.7pp | -51.70%+59.9pp | 41.45%-33.3pp |
| Employer contribution / active EE | $5,167 | $4,912+5.2% | $3,758+37.5% | $4,869+6.1% |
| Participant deferral / active EE | $4,297 | $5,127-16.2% | $4,311-0.3% | $5,287-18.7% |
| Admin fee / account holder | $31 | $10,252-99.7% | $7,645-99.6% | $10,132-99.7% |