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 | $117,740 | $127,386-7.6% | $115,037+2.3% | $125,391-6.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.72% | 31.28%-32.0pp | 26.14%-26.9pp | 282.22%-282.9pp |
| Employer contribution / active EE | $7,923 | $5,166+53.4% | $4,608+71.9% | $4,866+62.8% |
| Participant deferral / active EE | $4,249 | $6,423-33.8% | $6,026-29.5% | $5,352-20.6% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |