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 | $104,297 | $167,307-37.7% | $143,757-27.4% | $134,475-22.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -1.60% | 0.46%-2.1pp | -0.04%-1.6pp | 417.96%-419.6pp |
| Employer contribution / active EE | $22,037 | $5,619+292.2% | $4,951+345.1% | $4,740+364.9% |
| Participant deferral / active EE | $12,229 | $6,446+89.7% | $5,637+116.9% | $6,400+91.1% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |