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 | $129,924 | $131,829-1.4% | $108,579+19.7% | $273,961-52.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.76% | -91.57%+96.3pp | -51.70%+56.5pp | 41.45%-36.7pp |
| Employer contribution / active EE | $14,489 | $4,912+194.9% | $3,758+285.5% | $4,869+197.6% |
| Participant deferral / active EE | $10,560 | $5,127+106.0% | $4,311+145.0% | $5,287+99.7% |
| Admin fee / account holder | $24 | $10,252-99.8% | $7,645-99.7% | $10,132-99.8% |