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 | $110,729 | $107,791+2.7% | $90,645+22.2% | $135,375-18.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -4.27% | -0.90%-3.4pp | 1.88%-6.2pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,652 | $3,018-45.3% | $2,532-34.7% | $4,779-65.4% |
| Participant deferral / active EE | $8,747 | $3,872+125.9% | $3,425+155.4% | $5,609+56.0% |
| Admin fee / account holder | $34 | $5,930-99.4% | $4,994-99.3% | $10,827-99.7% |