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 | $195,652 | $167,307+16.9% | $143,757+36.1% | $134,475+45.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.89% | 0.46%-20.3pp | -0.04%-19.8pp | 417.96%-437.9pp |
| Employer contribution / active EE | $10,635 | $5,619+89.3% | $4,951+114.8% | $4,740+124.4% |
| Participant deferral / active EE | $7,101 | $6,446+10.2% | $5,637+26.0% | $6,400+11.0% |
| Admin fee / account holder | $152 | $18,088-99.2% | $14,673-99.0% | $11,426-98.7% |