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 | $42,793 | $131,829-67.5% | $108,579-60.6% | $273,961-84.4% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.6%+6.1pp | 83.0%+2.7pp |
| Annual return | 8.77% | -91.57%+100.3pp | -51.70%+60.5pp | 41.45%-32.7pp |
| Employer contribution / active EE | $1,075 | $4,912-78.1% | $3,758-71.4% | $4,869-77.9% |
| Participant deferral / active EE | $1,843 | $5,127-64.1% | $4,311-57.3% | $5,287-65.1% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |