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 | $104,617 | $100,754+3.8% | $86,677+20.7% | $134,475-22.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.52% | 29.04%-47.6pp | 35.91%-54.4pp | 417.96%-436.5pp |
| Employer contribution / active EE | $3,728 | $3,489+6.8% | $2,836+31.4% | $4,740-21.4% |
| Participant deferral / active EE | $4,694 | $5,338-12.1% | $4,656+0.8% | $6,400-26.7% |
| Admin fee / account holder | $8 | $10,926-99.9% | $7,493-99.9% | $11,426-99.9% |