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 5-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 | $145,206 | $133,958+8.4% | $112,228+29.4% | $134,475+8.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.47% | 47.11%-61.6pp | 27.45%-41.9pp | 417.96%-432.4pp |
| Employer contribution / active EE | $21,155 | $4,038+423.9% | $3,635+482.0% | $4,740+346.3% |
| Participant deferral / active EE | $36,167 | $5,291+583.6% | $4,728+664.9% | $6,400+465.1% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |