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 | $134,361 | $131,829+1.9% | $108,579+23.7% | $273,961-51.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.59% | -91.57%+100.2pp | -51.70%+60.3pp | 41.45%-32.9pp |
| Employer contribution / active EE | $5,968 | $4,912+21.5% | $3,758+58.8% | $4,869+22.6% |
| Participant deferral / active EE | $10,804 | $5,127+110.7% | $4,311+150.6% | $5,287+104.3% |
| Admin fee / account holder | $59 | $10,252-99.4% | $7,645-99.2% | $10,132-99.4% |