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 | $55,732 | $131,829-57.7% | $108,579-48.7% | $273,961-79.7% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.6%+6.1pp | 83.0%+2.7pp |
| Annual return | 6.64% | -91.57%+98.2pp | -51.70%+58.3pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,886 | $4,912-61.6% | $3,758-49.8% | $4,869-61.3% |
| Participant deferral / active EE | $2,060 | $5,127-59.8% | $4,311-52.2% | $5,287-61.0% |
| Admin fee / account holder | $17 | $10,252-99.8% | $7,645-99.8% | $10,132-99.8% |