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 | $108,789 | $67,331+61.6% | $60,874+78.7% | $134,475-19.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.66% | 49.93%-68.6pp | 16.90%-35.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $3,846 | $3,096+24.2% | $2,701+42.4% | $4,740-18.9% |
| Participant deferral / active EE | $8,881 | $4,538+95.7% | $3,817+132.7% | $6,400+38.8% |
| Admin fee / account holder | $194 | $4,582-95.8% | $3,224-94.0% | $11,426-98.3% |