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 | $126,311 | $133,958-5.7% | $112,228+12.5% | $134,475-6.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.57% | 47.11%-59.7pp | 27.45%-40.0pp | 417.96%-430.5pp |
| Employer contribution / active EE | $1,147 | $4,038-71.6% | $3,635-68.4% | $4,740-75.8% |
| Participant deferral / active EE | $7,775 | $5,291+47.0% | $4,728+64.4% | $6,400+21.5% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |