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 | $133,726 | $131,829+1.4% | $108,579+23.2% | $273,961-51.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.76% | -91.57%+99.3pp | -51.70%+59.5pp | 41.45%-33.7pp |
| Employer contribution / active EE | $17,341 | $4,912+253.0% | $3,758+361.4% | $4,869+256.2% |
| Participant deferral / active EE | $13,553 | $5,127+164.3% | $4,311+214.4% | $5,287+156.3% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |