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 | $144,371 | $167,307-13.7% | $143,757+0.4% | $134,475+7.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.49% | 0.46%-18.0pp | -0.04%-17.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,953 | $5,619-47.4% | $4,951-40.3% | $4,740-37.7% |
| Participant deferral / active EE | $5,288 | $6,446-18.0% | $5,637-6.2% | $6,400-17.4% |
| Admin fee / account holder | $90 | $18,088-99.5% | $14,673-99.4% | $11,426-99.2% |