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 | $35,141 | $131,829-73.3% | $108,579-67.6% | $273,961-87.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.90% | -91.57%+100.5pp | -51.70%+60.6pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,843 | $4,912-62.5% | $3,758-51.0% | $4,869-62.2% |
| Participant deferral / active EE | $11,362 | $5,127+121.6% | $4,311+163.6% | $5,287+114.9% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |