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 9-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 | $33,668 | $131,829-74.5% | $108,579-69.0% | $273,961-87.7% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 6.01% | -91.57%+97.6pp | -51.70%+57.7pp | 41.45%-35.4pp |
| Employer contribution / active EE | $2,874 | $4,912-41.5% | $3,758-23.5% | $4,869-41.0% |
| Participant deferral / active EE | $4,345 | $5,127-15.3% | $4,311+0.8% | $5,287-17.8% |
| Admin fee / account holder | $297 | $10,252-97.1% | $7,645-96.1% | $10,132-97.1% |