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 | $120,536 | $100,754+19.6% | $86,677+39.1% | $134,475-10.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.23% | 29.04%-44.3pp | 35.91%-51.1pp | 417.96%-433.2pp |
| Employer contribution / active EE | $5,615 | $3,489+60.9% | $2,836+98.0% | $4,740+18.5% |
| Participant deferral / active EE | $5,034 | $5,338-5.7% | $4,656+8.1% | $6,400-21.3% |
| Admin fee / account holder | $81 | $10,926-99.3% | $7,493-98.9% | $11,426-99.3% |