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 | $190,945 | $105,630+80.8% | $87,507+118.2% | $273,961-30.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 2.21% | 12.25%-10.0pp | 12.21%-10.0pp | 41.45%-39.2pp |
| Employer contribution / active EE | $6,000 | $3,141+91.1% | $2,550+135.3% | $4,869+23.2% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $228 | $4,781-95.2% | $4,221-94.6% | $10,132-97.7% |