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 | $155,465 | $99,032+57.0% | $80,019+94.3% | $135,375+14.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.97% | 15.39%-21.4pp | 11.22%-17.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $2,612 | $3,043-14.2% | $2,468+5.8% | $4,779-45.3% |
| Participant deferral / active EE | $8,625 | $4,282+101.4% | $3,686+134.0% | $5,609+53.8% |
| Admin fee / account holder | $97 | $10,436-99.1% | $6,521-98.5% | $10,827-99.1% |