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 | $78,589 | $131,829-40.4% | $108,579-27.6% | $273,961-71.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.29% | -91.57%+96.9pp | -51.70%+57.0pp | 41.45%-36.2pp |
| Employer contribution / active EE | $7,642 | $4,912+55.6% | $3,758+103.3% | $4,869+57.0% |
| Participant deferral / active EE | $4,050 | $5,127-21.0% | $4,311-6.1% | $5,287-23.4% |
| Admin fee / account holder | $26 | $10,252-99.7% | $7,645-99.7% | $10,132-99.7% |