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 | $39,814 | $131,829-69.8% | $108,579-63.3% | $273,961-85.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.86% | -91.57%+98.4pp | -51.70%+58.6pp | 41.45%-34.6pp |
| Employer contribution / active EE | $6,127 | $4,912+24.7% | $3,758+63.0% | $4,869+25.8% |
| Participant deferral / active EE | $4,067 | $5,127-20.7% | $4,311-5.7% | $5,287-23.1% |
| Admin fee / account holder | $64 | $10,252-99.4% | $7,645-99.2% | $10,132-99.4% |