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 | $77,618 | $131,829-41.1% | $108,579-28.5% | $273,961-71.7% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.6%+12.1pp | 83.0%+8.7pp |
| Annual return | 7.19% | -91.57%+98.8pp | -51.70%+58.9pp | 41.45%-34.3pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,510 | $5,127-70.5% | $4,311-65.0% | $5,287-71.4% |
| Admin fee / account holder | $7 | $10,252-99.9% | $7,645-99.9% | $10,132-99.9% |