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 | $184,988 | $131,829+40.3% | $108,579+70.4% | $273,961-32.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 12.30% | -91.57%+103.9pp | -51.70%+64.0pp | 41.45%-29.2pp |
| Employer contribution / active EE | $10,077 | $4,912+105.1% | $3,758+168.1% | $4,869+107.0% |
| Participant deferral / active EE | $5,743 | $5,127+12.0% | $4,311+33.2% | $5,287+8.6% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |