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 | $178,241 | $131,829+35.2% | $108,579+64.2% | $273,961-34.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.19% | -91.57%+98.8pp | -51.70%+58.9pp | 41.45%-34.3pp |
| Employer contribution / active EE | $27,500 | $4,912+459.8% | $3,758+631.7% | $4,869+464.8% |
| Participant deferral / active EE | $21,000 | $5,127+309.6% | $4,311+387.1% | $5,287+297.2% |
| Admin fee / account holder | $25 | $10,252-99.8% | $7,645-99.7% | $10,132-99.8% |