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 | $159,040 | $131,829+20.6% | $108,579+46.5% | $273,961-41.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.53% | -91.57%+101.1pp | -51.70%+61.2pp | 41.45%-31.9pp |
| Employer contribution / active EE | $12,584 | $4,912+156.2% | $3,758+234.8% | $4,869+158.5% |
| Participant deferral / active EE | $5,677 | $5,127+10.7% | $4,311+31.7% | $5,287+7.4% |
| Admin fee / account holder | $259 | $10,252-97.5% | $7,645-96.6% | $10,132-97.4% |