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 | $191,775 | $131,829+45.5% | $108,579+76.6% | $273,961-30.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.33% | -91.57%+98.9pp | -51.70%+59.0pp | 41.45%-34.1pp |
| Employer contribution / active EE | $2,480 | $4,912-49.5% | $3,758-34.0% | $4,869-49.1% |
| Participant deferral / active EE | $13,267 | $5,127+158.8% | $4,311+207.8% | $5,287+150.9% |
| Admin fee / account holder | $114 | $10,252-98.9% | $7,645-98.5% | $10,132-98.9% |