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 | $229,641 | $167,307+37.3% | $143,757+59.7% | $134,475+70.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.34% | 0.46%-16.8pp | -0.04%-16.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $8,367 | $5,619+48.9% | $4,951+69.0% | $4,740+76.5% |
| Participant deferral / active EE | $6,950 | $6,446+7.8% | $5,637+23.3% | $6,400+8.6% |
| Admin fee / account holder | $8 | $18,088-100.0% | $14,673-99.9% | $11,426-99.9% |