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 | $165,515 | $93,024+77.9% | $77,024+114.9% | $134,475+23.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.16% | 62.60%-79.8pp | 42.32%-59.5pp | 417.96%-435.1pp |
| Employer contribution / active EE | $3,885 | $3,418+13.7% | $2,812+38.1% | $4,740-18.0% |
| Participant deferral / active EE | $11,086 | $5,238+111.7% | $4,426+150.5% | $6,400+73.2% |
| Admin fee / account holder | $24 | $6,944-99.7% | $5,425-99.6% | $11,426-99.8% |