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 | $162,214 | $132,239+22.7% | $105,722+53.4% | $273,961-40.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 10.14% | 10.07%+0.1pp | 12.25%-2.1pp | 41.45%-31.3pp |
| Employer contribution / active EE | $25,623 | $4,867+426.5% | $4,079+528.2% | $4,869+426.3% |
| Participant deferral / active EE | $12,000 | $6,233+92.5% | $5,326+125.3% | $5,287+127.0% |
| Admin fee / account holder | $0 | $12,032-100.0% | $8,308-100.0% | $10,132-100.0% |