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 | $170,544 | $131,829+29.4% | $108,579+57.1% | $273,961-37.7% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 6.75% | -91.57%+98.3pp | -51.70%+58.4pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,198 | $4,912-75.6% | $3,758-68.1% | $4,869-75.4% |
| Participant deferral / active EE | $7,536 | $5,127+47.0% | $4,311+74.8% | $5,287+42.5% |
| Admin fee / account holder | $130 | $10,252-98.7% | $7,645-98.3% | $10,132-98.7% |