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 | $75,210 | $131,829-42.9% | $108,579-30.7% | $273,961-72.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.29% | -91.57%+98.9pp | -51.70%+59.0pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,242 | $4,912-74.7% | $3,758-67.0% | $4,869-74.5% |
| Participant deferral / active EE | $3,854 | $5,127-24.8% | $4,311-10.6% | $5,287-27.1% |
| Admin fee / account holder | $251 | $10,252-97.6% | $7,645-96.7% | $10,132-97.5% |