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 | $194,708 | $135,952+43.2% | $123,892+57.2% | $273,961-28.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.08% | 56.63%-45.5pp | 47.52%-36.4pp | 41.45%-30.4pp |
| Employer contribution / active EE | $5,337 | $5,170+3.2% | $4,617+15.6% | $4,869+9.6% |
| Participant deferral / active EE | $14,144 | $6,343+123.0% | $5,984+136.4% | $5,287+167.5% |
| Admin fee / account holder | $7 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |