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 | $141,670 | $103,949+36.3% | $69,182+104.8% | $273,961-48.3% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 5.55% | 35.28%-29.7pp | -21.93%+27.5pp | 41.45%-35.9pp |
| Employer contribution / active EE | $1,714 | $1,783-3.9% | $1,206+42.1% | $4,869-64.8% |
| Participant deferral / active EE | $7,286 | $2,716+168.2% | $1,897+284.1% | $5,287+37.8% |
| Admin fee / account holder | $35 | $3,671-99.0% | $2,697-98.7% | $10,132-99.7% |