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 | $37,289 | $131,829-71.7% | $108,579-65.7% | $273,961-86.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.85% | -91.57%+98.4pp | -51.70%+58.5pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,701 | $4,912-65.4% | $3,758-54.7% | $4,869-65.1% |
| Participant deferral / active EE | $9,904 | $5,127+93.2% | $4,311+129.7% | $5,287+87.3% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |