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 | $110,169 | $99,032+11.2% | $80,019+37.7% | $135,375-18.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -7.30% | 15.39%-22.7pp | 11.22%-18.5pp | 519.73%-527.0pp |
| Employer contribution / active EE | $18,778 | $3,043+517.0% | $2,468+660.9% | $4,779+292.9% |
| Participant deferral / active EE | $8,957 | $4,282+109.2% | $3,686+143.0% | $5,609+59.7% |
| Admin fee / account holder | $67 | $10,436-99.4% | $6,521-99.0% | $10,827-99.4% |