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 | $132,094 | $105,860+24.8% | $90,749+45.6% | $134,475-1.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.65% | -11.01%-6.6pp | -12.16%-5.5pp | 417.96%-435.6pp |
| Employer contribution / active EE | $10,786 | $3,462+211.5% | $2,921+269.3% | $4,740+127.6% |
| Participant deferral / active EE | $5,343 | $5,216+2.4% | $4,564+17.1% | $6,400-16.5% |
| Admin fee / account holder | $31 | $13,938-99.8% | $8,445-99.6% | $11,426-99.7% |