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 | $114,882 | $131,829-12.9% | $108,579+5.8% | $273,961-58.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 17.85% | -91.57%+109.4pp | -51.70%+69.5pp | 41.45%-23.6pp |
| Employer contribution / active EE | $4,564 | $4,912-7.1% | $3,758+21.4% | $4,869-6.3% |
| Participant deferral / active EE | $9,341 | $5,127+82.2% | $4,311+116.7% | $5,287+76.7% |
| Admin fee / account holder | $186 | $10,252-98.2% | $7,645-97.6% | $10,132-98.2% |