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 | $242,194 | $131,829+83.7% | $108,579+123.1% | $273,961-11.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.13% | -91.57%+95.7pp | -51.70%+55.8pp | 41.45%-37.3pp |
| Employer contribution / active EE | $1,283 | $4,912-73.9% | $3,758-65.9% | $4,869-73.6% |
| Participant deferral / active EE | $8,511 | $5,127+66.0% | $4,311+97.4% | $5,287+61.0% |
| Admin fee / account holder | $150 | $10,252-98.5% | $7,645-98.0% | $10,132-98.5% |