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 | $81,879 | $92,703-11.7% | $82,719-1.0% | $134,475-39.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.94% | 944.92%-960.9pp | 701.18%-717.1pp | 417.96%-433.9pp |
| Employer contribution / active EE | $11,439 | $3,274+249.4% | $3,009+280.2% | $4,740+141.3% |
| Participant deferral / active EE | $8,733 | $4,802+81.9% | $4,395+98.7% | $6,400+36.5% |
| Admin fee / account holder | $24 | $5,983-99.6% | $5,329-99.5% | $11,426-99.8% |