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 | $98,362 | $142,344-30.9% | $119,609-17.8% | $134,475-26.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.80% | -12.44%-3.4pp | -14.97%-0.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $19,176 | $5,222+267.2% | $4,232+353.1% | $4,740+304.6% |
| Participant deferral / active EE | $12,883 | $6,469+99.1% | $5,602+130.0% | $6,400+101.3% |
| Admin fee / account holder | $111 | $13,584-99.2% | $10,323-98.9% | $11,426-99.0% |