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 | $101,123 | $133,958-24.5% | $112,228-9.9% | $134,475-24.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.78% | 47.11%-63.9pp | 27.45%-44.2pp | 417.96%-434.7pp |
| Employer contribution / active EE | $4,721 | $4,038+16.9% | $3,635+29.9% | $4,740-0.4% |
| Participant deferral / active EE | $3,555 | $5,291-32.8% | $4,728-24.8% | $6,400-44.5% |
| Admin fee / account holder | $90 | $7,489-98.8% | $6,410-98.6% | $11,426-99.2% |