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 | $125,663 | $129,942-3.3% | $104,294+20.5% | $134,475-6.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.88% | 42.03%-60.9pp | 24.61%-43.5pp | 417.96%-436.8pp |
| Employer contribution / active EE | $5,643 | $4,184+34.9% | $3,372+67.4% | $4,740+19.1% |
| Participant deferral / active EE | $9,000 | $5,588+61.1% | $4,625+94.6% | $6,400+40.6% |
| Admin fee / account holder | $163 | $9,323-98.2% | $7,339-97.8% | $11,426-98.6% |