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 | $113,486 | $167,307-32.2% | $143,757-21.1% | $134,475-15.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.94% | 0.46%-16.4pp | -0.04%-15.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $6,804 | $5,619+21.1% | $4,951+37.4% | $4,740+43.6% |
| Participant deferral / active EE | $7,650 | $6,446+18.7% | $5,637+35.7% | $6,400+19.5% |
| Admin fee / account holder | $45 | $18,088-99.8% | $14,673-99.7% | $11,426-99.6% |