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 | $140,039 | $167,307-16.3% | $143,757-2.6% | $134,475+4.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.99% | 0.46%-17.4pp | -0.04%-16.9pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,778 | $5,619-50.6% | $4,951-43.9% | $4,740-41.4% |
| Participant deferral / active EE | $10,275 | $6,446+59.4% | $5,637+82.3% | $6,400+60.6% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |