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 | $175,212 | $167,307+4.7% | $143,757+21.9% | $134,475+30.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.01% | 0.46%-16.5pp | -0.04%-16.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,501 | $5,619-73.3% | $4,951-69.7% | $4,740-68.3% |
| Participant deferral / active EE | $5,695 | $6,446-11.7% | $5,637+1.0% | $6,400-11.0% |
| Admin fee / account holder | $212 | $18,088-98.8% | $14,673-98.6% | $11,426-98.1% |