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 | $105,271 | $95,862+9.8% | $79,550+32.3% | $134,475-21.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.86% | -2.69%-14.2pp | 0.16%-17.0pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,884 | $3,128-7.8% | $2,413+19.5% | $4,740-39.1% |
| Participant deferral / active EE | $8,697 | $4,693+85.3% | $3,985+118.2% | $6,400+35.9% |
| Admin fee / account holder | $5 | $9,126-99.9% | $6,832-99.9% | $11,426-100.0% |