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 | $187,325 | $131,829+42.1% | $108,579+72.5% | $273,961-31.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 12.45% | -91.57%+104.0pp | -51.70%+64.1pp | 41.45%-29.0pp |
| Employer contribution / active EE | $5,485 | $4,912+11.6% | $3,758+45.9% | $4,869+12.7% |
| Participant deferral / active EE | $10,095 | $5,127+96.9% | $4,311+134.2% | $5,287+90.9% |
| Admin fee / account holder | $50 | $10,252-99.5% | $7,645-99.3% | $10,132-99.5% |