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 | $91,799 | $167,307-45.1% | $143,757-36.1% | $134,475-31.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.13% | 0.46%-16.6pp | -0.04%-16.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $8,277 | $5,619+47.3% | $4,951+67.2% | $4,740+74.6% |
| Participant deferral / active EE | $5,684 | $6,446-11.8% | $5,637+0.8% | $6,400-11.2% |
| Admin fee / account holder | $30 | $18,088-99.8% | $14,673-99.8% | $11,426-99.7% |