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 | $138,890 | $131,829+5.4% | $108,579+27.9% | $273,961-49.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 14.40% | -91.57%+106.0pp | -51.70%+66.1pp | 41.45%-27.1pp |
| Employer contribution / active EE | $3,743 | $4,912-23.8% | $3,758-0.4% | $4,869-23.1% |
| Participant deferral / active EE | $12,750 | $5,127+148.7% | $4,311+195.8% | $5,287+141.2% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |