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 | $97,878 | $167,307-41.5% | $143,757-31.9% | $134,475-27.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.49% | 0.46%-15.9pp | -0.04%-15.4pp | 417.96%-433.5pp |
| Employer contribution / active EE | $17,207 | $5,619+206.2% | $4,951+247.5% | $4,740+263.0% |
| Participant deferral / active EE | $18,000 | $6,446+179.3% | $5,637+219.3% | $6,400+181.3% |
| Admin fee / account holder | $264 | $18,088-98.5% | $14,673-98.2% | $11,426-97.7% |