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 | $208,949 | $167,307+24.9% | $143,757+45.3% | $134,475+55.4% |
| Participation rate | 95.0% | 84.8%+10.2pp | 80.3%+14.7pp | 81.2%+13.8pp |
| Annual return | -15.86% | 0.46%-16.3pp | -0.04%-15.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $4,289 | $5,619-23.7% | $4,951-13.4% | $4,740-9.5% |
| Participant deferral / active EE | $6,660 | $6,446+3.3% | $5,637+18.2% | $6,400+4.1% |
| Admin fee / account holder | $12 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |