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 | $189,489 | $131,829+43.7% | $108,579+74.5% | $273,961-30.8% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.6%+7.9pp | 83.0%+4.5pp |
| Annual return | 6.33% | -91.57%+97.9pp | -51.70%+58.0pp | 41.45%-35.1pp |
| Employer contribution / active EE | $4,202 | $4,912-14.5% | $3,758+11.8% | $4,869-13.7% |
| Participant deferral / active EE | $8,974 | $5,127+75.0% | $4,311+108.2% | $5,287+69.7% |
| Admin fee / account holder | $146 | $10,252-98.6% | $7,645-98.1% | $10,132-98.6% |