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 | $69,740 | $69,977-0.3% | $108,579-35.8% | $62,891+10.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 7.01% | 10.73%-3.7pp | -51.70%+58.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $495 | $2,135-76.8% | $3,758-86.8% | $2,281-78.3% |
| Participant deferral / active EE | $4,145 | $3,165+31.0% | $4,311-3.8% | $3,203+29.4% |
| Admin fee / account holder | $39 | $5,076-99.2% | $7,645-99.5% | $4,296-99.1% |