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 | $117,570 | $127,100-7.5% | $105,738+11.2% | $135,375-13.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -4.26% | 4.49%-8.8pp | 6.27%-10.5pp | 519.73%-524.0pp |
| Employer contribution / active EE | $4,495 | $4,107+9.5% | $3,268+37.5% | $4,779-5.9% |
| Participant deferral / active EE | $24,000 | $5,064+373.9% | $4,080+488.3% | $5,609+327.9% |
| Admin fee / account holder | $15 | $9,087-99.8% | $6,913-99.8% | $10,827-99.9% |