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 | $139,135 | $131,829+5.5% | $108,579+28.1% | $273,961-49.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.62% | -91.57%+101.2pp | -51.70%+61.3pp | 41.45%-31.8pp |
| Employer contribution / active EE | $20,785 | $4,912+323.1% | $3,758+453.1% | $4,869+326.9% |
| Participant deferral / active EE | $16,355 | $5,127+219.0% | $4,311+279.4% | $5,287+209.3% |
| Admin fee / account holder | $59 | $10,252-99.4% | $7,645-99.2% | $10,132-99.4% |