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 | $33,886 | $131,829-74.3% | $108,579-68.8% | $273,961-87.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 14.96% | -91.57%+106.5pp | -51.70%+66.7pp | 41.45%-26.5pp |
| Employer contribution / active EE | $4,614 | $4,912-6.1% | $3,758+22.8% | $4,869-5.2% |
| Participant deferral / active EE | $12,664 | $5,127+147.0% | $4,311+193.8% | $5,287+139.5% |
| Admin fee / account holder | $200 | $10,252-98.0% | $7,645-97.4% | $10,132-98.0% |