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 | $165,293 | $142,344+16.1% | $119,609+38.2% | $134,475+22.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.54% | -12.44%-1.1pp | -14.97%+1.4pp | 417.96%-431.5pp |
| Employer contribution / active EE | $11,150 | $5,222+113.5% | $4,232+163.5% | $4,740+135.3% |
| Participant deferral / active EE | $14,788 | $6,469+128.6% | $5,602+164.0% | $6,400+131.1% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |