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 | $118,131 | $140,588-16.0% | $123,104-4.0% | $125,391-5.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.97% | 16.80%-17.8pp | 13.22%-14.2pp | 282.22%-283.2pp |
| Employer contribution / active EE | $19,827 | $6,041+228.2% | $5,151+284.9% | $4,866+307.5% |
| Participant deferral / active EE | $10,125 | $6,980+45.0% | $6,230+62.5% | $5,352+89.2% |
| Admin fee / account holder | $50 | $11,198-99.6% | $9,015-99.4% | $9,540-99.5% |