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 | $244,823 | $95,862+155.4% | $79,550+207.8% | $134,475+82.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -10.41% | -2.69%-7.7pp | 0.16%-10.6pp | 417.96%-428.4pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $16,000 | $4,693+240.9% | $3,985+301.5% | $6,400+150.0% |
| Admin fee / account holder | $124 | $9,126-98.6% | $6,832-98.2% | $11,426-98.9% |