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 | $36,871 | $131,829-72.0% | $108,579-66.0% | $273,961-86.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.16% | -91.57%+101.7pp | -51.70%+61.9pp | 41.45%-31.3pp |
| Employer contribution / active EE | $1,461 | $4,912-70.3% | $3,758-61.1% | $4,869-70.0% |
| Participant deferral / active EE | $6,030 | $5,127+17.6% | $4,311+39.9% | $5,287+14.0% |
| Admin fee / account holder | $178 | $10,252-98.3% | $7,645-97.7% | $10,132-98.2% |