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 | $147,807 | $167,307-11.7% | $143,757+2.8% | $134,475+9.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.43% | 0.46%-18.9pp | -0.04%-18.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,878 | $5,619-48.8% | $4,951-41.9% | $4,740-39.3% |
| Participant deferral / active EE | $7,460 | $6,446+15.7% | $5,637+32.3% | $6,400+16.6% |
| Admin fee / account holder | $100 | $18,088-99.4% | $14,673-99.3% | $11,426-99.1% |