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 | $145,116 | $131,829+10.1% | $108,579+33.7% | $273,961-47.0% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 6.02% | -91.57%+97.6pp | -51.70%+57.7pp | 41.45%-35.4pp |
| Employer contribution / active EE | $1,866 | $4,912-62.0% | $3,758-50.3% | $4,869-61.7% |
| Participant deferral / active EE | $1,866 | $5,127-63.6% | $4,311-56.7% | $5,287-64.7% |
| Admin fee / account holder | $17 | $10,252-99.8% | $7,645-99.8% | $10,132-99.8% |