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 | $199,533 | $167,307+19.3% | $143,757+38.8% | $134,475+48.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.03% | 0.46%-5.5pp | -0.04%-5.0pp | 417.96%-423.0pp |
| Employer contribution / active EE | $9,182 | $5,619+63.4% | $4,951+85.5% | $4,740+93.7% |
| Participant deferral / active EE | $5,605 | $6,446-13.0% | $5,637-0.6% | $6,400-12.4% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |