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 | $180,773 | $135,952+33.0% | $123,892+45.9% | $273,961-34.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.17% | 56.63%-50.5pp | 47.52%-41.3pp | 41.45%-35.3pp |
| Employer contribution / active EE | $7,212 | $5,170+39.5% | $4,617+56.2% | $4,869+48.1% |
| Participant deferral / active EE | $12,028 | $6,343+89.6% | $5,984+101.0% | $5,287+127.5% |
| Admin fee / account holder | $200 | $9,817-98.0% | $8,357-97.6% | $10,132-98.0% |