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 | $169,743 | $167,307+1.5% | $143,757+18.1% | $134,475+26.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.83% | 0.46%-18.3pp | -0.04%-17.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $21,423 | $5,619+281.3% | $4,951+332.7% | $4,740+352.0% |
| Participant deferral / active EE | $13,631 | $6,446+111.5% | $5,637+141.8% | $6,400+113.0% |
| Admin fee / account holder | $295 | $18,088-98.4% | $14,673-98.0% | $11,426-97.4% |