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 | $165,994 | $82,664+100.8% | $125,339+32.4% | $68,494+142.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.18% | -5.97%-8.2pp | 572.05%-586.2pp | -7.84%-6.3pp |
| Employer contribution / active EE | $8,529 | $3,381+152.3% | $4,814+77.2% | $2,596+228.5% |
| Participant deferral / active EE | $11,792 | $6,110+93.0% | $7,446+58.4% | $4,027+192.8% |
| Admin fee / account holder | $245 | $6,275-96.1% | $10,010-97.6% | $5,403-95.5% |