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 | $27,178 | $131,829-79.4% | $108,579-75.0% | $273,961-90.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 38.52% | -91.57%+130.1pp | -51.70%+90.2pp | 41.45%-2.9pp |
| Employer contribution / active EE | $4,801 | $4,912-2.3% | $3,758+27.7% | $4,869-1.4% |
| Participant deferral / active EE | $14,493 | $5,127+182.7% | $4,311+236.2% | $5,287+174.1% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |