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 | $91,385 | $131,829-30.7% | $108,579-15.8% | $273,961-66.6% |
| Participation rate | 94.1% | 83.5%+10.7pp | 79.6%+14.5pp | 83.0%+11.1pp |
| Annual return | 3.95% | -91.57%+95.5pp | -51.70%+55.6pp | 41.45%-37.5pp |
| Employer contribution / active EE | $1,442 | $4,912-70.6% | $3,758-61.6% | $4,869-70.4% |
| Participant deferral / active EE | $3,483 | $5,127-32.1% | $4,311-19.2% | $5,287-34.1% |
| Admin fee / account holder | $156 | $10,252-98.5% | $7,645-98.0% | $10,132-98.5% |