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 | $62,922 | $131,829-52.3% | $108,579-42.0% | $273,961-77.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.15% | -91.57%+98.7pp | -51.70%+58.8pp | 41.45%-34.3pp |
| Employer contribution / active EE | $13,799 | $4,912+180.9% | $3,758+267.2% | $4,869+183.4% |
| Participant deferral / active EE | $13,477 | $5,127+162.9% | $4,311+212.6% | $5,287+154.9% |
| Admin fee / account holder | $227 | $10,252-97.8% | $7,645-97.0% | $10,132-97.8% |