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 | $34,901 | $131,829-73.5% | $108,579-67.9% | $273,961-87.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 2.38% | -91.57%+93.9pp | -51.70%+54.1pp | 41.45%-39.1pp |
| Employer contribution / active EE | $1,524 | $4,912-69.0% | $3,758-59.4% | $4,869-68.7% |
| Participant deferral / active EE | $3,347 | $5,127-34.7% | $4,311-22.3% | $5,287-36.7% |
| Admin fee / account holder | $292 | $10,252-97.2% | $7,645-96.2% | $10,132-97.1% |