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 | $119,238 | $142,344-16.2% | $119,609-0.3% | $134,475-11.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.73% | -12.44%+1.7pp | -14.97%+4.2pp | 417.96%-428.7pp |
| Employer contribution / active EE | $18,321 | $5,222+250.8% | $4,232+332.9% | $4,740+286.5% |
| Participant deferral / active EE | $10,800 | $6,469+66.9% | $5,602+92.8% | $6,400+68.8% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |