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 | $115,295 | $167,307-31.1% | $143,757-19.8% | $134,475-14.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.92% | 0.46%-20.4pp | -0.04%-19.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $9,234 | $5,619+64.3% | $4,951+86.5% | $4,740+94.8% |
| Participant deferral / active EE | $8,023 | $6,446+24.5% | $5,637+42.3% | $6,400+25.4% |
| Admin fee / account holder | $268 | $18,088-98.5% | $14,673-98.2% | $11,426-97.7% |