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 | $145,492 | $133,958+8.6% | $112,228+29.6% | $134,475+8.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.31% | 47.11%-64.4pp | 27.45%-44.8pp | 417.96%-435.3pp |
| Employer contribution / active EE | $4,375 | $4,038+8.3% | $3,635+20.4% | $4,740-7.7% |
| Participant deferral / active EE | $6,295 | $5,291+19.0% | $4,728+33.1% | $6,400-1.6% |
| Admin fee / account holder | $255 | $7,489-96.6% | $6,410-96.0% | $11,426-97.8% |