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 | $163,740 | $131,829+24.2% | $108,579+50.8% | $273,961-40.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.06% | -91.57%+98.6pp | -51.70%+58.8pp | 41.45%-34.4pp |
| Employer contribution / active EE | $2,500 | $4,912-49.1% | $3,758-33.5% | $4,869-48.7% |
| Participant deferral / active EE | $7,801 | $5,127+52.1% | $4,311+81.0% | $5,287+47.5% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |