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 | $41,559 | $131,829-68.5% | $108,579-61.7% | $273,961-84.8% |
| Participation rate | 77.8% | 83.5%-5.7pp | 79.6%-1.8pp | 83.0%-5.2pp |
| Annual return | 7.44% | -91.57%+99.0pp | -51.70%+59.1pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,031 | $4,912-79.0% | $3,758-72.6% | $4,869-78.8% |
| Participant deferral / active EE | $1,486 | $5,127-71.0% | $4,311-65.5% | $5,287-71.9% |
| Admin fee / account holder | $7 | $10,252-99.9% | $7,645-99.9% | $10,132-99.9% |