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 | $139,255 | $167,307-16.8% | $143,757-3.1% | $134,475+3.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.93% | 0.46%-13.4pp | -0.04%-12.9pp | 417.96%-430.9pp |
| Employer contribution / active EE | $14,104 | $5,619+151.0% | $4,951+184.9% | $4,740+197.6% |
| Participant deferral / active EE | $3,960 | $6,446-38.6% | $5,637-29.8% | $6,400-38.1% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |