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 | $63,633 | $131,829-51.7% | $108,579-41.4% | $273,961-76.8% |
| Participation rate | 90.9% | 83.5%+7.5pp | 79.6%+11.3pp | 83.0%+7.9pp |
| Annual return | 9.35% | -91.57%+100.9pp | -51.70%+61.0pp | 41.45%-32.1pp |
| Employer contribution / active EE | $1,256 | $4,912-74.4% | $3,758-66.6% | $4,869-74.2% |
| Participant deferral / active EE | $3,119 | $5,127-39.2% | $4,311-27.6% | $5,287-41.0% |
| Admin fee / account holder | $278 | $10,252-97.3% | $7,645-96.4% | $10,132-97.3% |