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 | $103,392 | $129,942-20.4% | $104,294-0.9% | $134,475-23.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -16.55% | 42.03%-58.6pp | 24.61%-41.2pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,626 | $4,184-37.2% | $3,372-22.1% | $4,740-44.6% |
| Participant deferral / active EE | $6,881 | $5,588+23.1% | $4,625+48.8% | $6,400+7.5% |
| Admin fee / account holder | $21 | $9,323-99.8% | $7,339-99.7% | $11,426-99.8% |