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 | $108,621 | $167,307-35.1% | $143,757-24.4% | $134,475-19.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.18% | 0.46%-12.6pp | -0.04%-12.1pp | 417.96%-430.1pp |
| Employer contribution / active EE | $15,921 | $5,619+183.3% | $4,951+221.6% | $4,740+235.9% |
| Participant deferral / active EE | $9,000 | $6,446+39.6% | $5,637+59.7% | $6,400+40.6% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |