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 | $116,591 | $131,829-11.6% | $108,579+7.4% | $273,961-57.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.33% | -91.57%+97.9pp | -51.70%+58.0pp | 41.45%-35.1pp |
| Employer contribution / active EE | $4,375 | $4,912-10.9% | $3,758+16.4% | $4,869-10.1% |
| Participant deferral / active EE | $12,602 | $5,127+145.8% | $4,311+192.3% | $5,287+138.3% |
| Admin fee / account holder | $5 | $10,252-100.0% | $7,645-99.9% | $10,132-100.0% |