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 | $142,128 | $142,344-0.2% | $119,609+18.8% | $134,475+5.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.90% | -12.44%-4.5pp | -14.97%-1.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $17,960 | $5,222+243.9% | $4,232+324.4% | $4,740+278.9% |
| Participant deferral / active EE | $7,025 | $6,469+8.6% | $5,602+25.4% | $6,400+9.8% |
| Admin fee / account holder | $105 | $13,584-99.2% | $10,323-99.0% | $11,426-99.1% |