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 | $70,637 | $131,829-46.4% | $108,579-34.9% | $273,961-74.2% |
| Participation rate | 77.8% | 83.5%-5.7pp | 79.6%-1.8pp | 83.0%-5.2pp |
| Annual return | 5.02% | -91.57%+96.6pp | -51.70%+56.7pp | 41.45%-36.4pp |
| Employer contribution / active EE | $2,089 | $4,912-57.5% | $3,758-44.4% | $4,869-57.1% |
| Participant deferral / active EE | $3,800 | $5,127-25.9% | $4,311-11.9% | $5,287-28.1% |
| Admin fee / account holder | $214 | $10,252-97.9% | $7,645-97.2% | $10,132-97.9% |