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 | $94,038 | $167,307-43.8% | $143,757-34.6% | $134,475-30.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.29% | 0.46%-15.7pp | -0.04%-15.2pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,168 | $5,619-61.4% | $4,951-56.2% | $4,740-54.3% |
| Participant deferral / active EE | $2,680 | $6,446-58.4% | $5,637-52.5% | $6,400-58.1% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |