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 | $83,478 | $131,829-36.7% | $108,579-23.1% | $273,961-69.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.40% | -91.57%+98.0pp | -51.70%+58.1pp | 41.45%-35.0pp |
| Employer contribution / active EE | $17,014 | $4,912+246.3% | $3,758+352.7% | $4,869+249.5% |
| Participant deferral / active EE | $9,904 | $5,127+93.2% | $4,311+129.7% | $5,287+87.3% |
| Admin fee / account holder | $237 | $10,252-97.7% | $7,645-96.9% | $10,132-97.7% |