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 | $134,412 | $211,958-36.6% | $169,463-20.7% | $135,375-0.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.49% | 3.26%-10.8pp | 1.83%-9.3pp | 519.73%-527.2pp |
| Employer contribution / active EE | $19,194 | $5,120+274.9% | $4,159+361.5% | $4,779+301.6% |
| Participant deferral / active EE | $15,212 | $6,075+150.4% | $5,277+188.3% | $5,609+171.2% |
| Admin fee / account holder | $31 | $11,471-99.7% | $9,109-99.7% | $10,827-99.7% |