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 | $214,108 | $131,829+62.4% | $108,579+97.2% | $273,961-21.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.51% | -91.57%+99.1pp | -51.70%+59.2pp | 41.45%-33.9pp |
| Employer contribution / active EE | $13,395 | $4,912+172.7% | $3,758+256.4% | $4,869+175.1% |
| Participant deferral / active EE | $14,521 | $5,127+183.2% | $4,311+236.8% | $5,287+174.6% |
| Admin fee / account holder | $21 | $10,252-99.8% | $7,645-99.7% | $10,132-99.8% |