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 | $104,108 | $133,958-22.3% | $112,228-7.2% | $134,475-22.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.01% | 47.11%-65.1pp | 27.45%-45.5pp | 417.96%-436.0pp |
| Employer contribution / active EE | $9,313 | $4,038+130.6% | $3,635+156.2% | $4,740+96.5% |
| Participant deferral / active EE | $3,879 | $5,291-26.7% | $4,728-18.0% | $6,400-39.4% |
| Admin fee / account holder | $95 | $7,489-98.7% | $6,410-98.5% | $11,426-99.2% |