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 | $201,294 | $95,862+110.0% | $79,550+153.0% | $134,475+49.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -2.63% | -2.69%+0.1pp | 0.16%-2.8pp | 417.96%-420.6pp |
| Employer contribution / active EE | $15,415 | $3,128+392.8% | $2,413+538.8% | $4,740+225.2% |
| Participant deferral / active EE | $10,282 | $4,693+119.1% | $3,985+158.0% | $6,400+60.7% |
| Admin fee / account holder | $189 | $9,126-97.9% | $6,832-97.2% | $11,426-98.3% |