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 | $66,154 | $167,307-60.5% | $143,757-54.0% | $134,475-50.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.85% | 0.46%-17.3pp | -0.04%-16.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $9,571 | $5,619+70.3% | $4,951+93.3% | $4,740+101.9% |
| Participant deferral / active EE | $8,786 | $6,446+36.3% | $5,637+55.9% | $6,400+37.3% |
| Admin fee / account holder | $103 | $18,088-99.4% | $14,673-99.3% | $11,426-99.1% |