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 | $141,677 | $133,958+5.8% | $112,228+26.2% | $134,475+5.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.43% | 47.11%-65.5pp | 27.45%-45.9pp | 417.96%-436.4pp |
| Employer contribution / active EE | $23,793 | $4,038+489.2% | $3,635+554.6% | $4,740+402.0% |
| Participant deferral / active EE | $5,235 | $5,291-1.1% | $4,728+10.7% | $6,400-18.2% |
| Admin fee / account holder | $160 | $7,489-97.9% | $6,410-97.5% | $11,426-98.6% |