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 | $183,375 | $131,829+39.1% | $108,579+68.9% | $273,961-33.1% |
| Participation rate | 95.8% | 83.5%+12.4pp | 79.6%+16.3pp | 83.0%+12.8pp |
| Annual return | 9.57% | -91.57%+101.1pp | -51.70%+61.3pp | 41.45%-31.9pp |
| Employer contribution / active EE | $6,293 | $4,912+28.1% | $3,758+67.4% | $4,869+29.3% |
| Participant deferral / active EE | $4,967 | $5,127-3.1% | $4,311+15.2% | $5,287-6.1% |
| Admin fee / account holder | $298 | $10,252-97.1% | $7,645-96.1% | $10,132-97.1% |