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 | $231,927 | $127,386+82.1% | $115,037+101.6% | $125,391+85.0% |
| Participation rate | 90.9% | 84.2%+6.8pp | 81.4%+9.5pp | 83.2%+7.7pp |
| Annual return | -0.62% | 31.28%-31.9pp | 26.14%-26.8pp | 282.22%-282.8pp |
| Employer contribution / active EE | $9,091 | $5,166+76.0% | $4,608+97.3% | $4,866+86.8% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $50 | $9,516-99.5% | $8,175-99.4% | $9,540-99.5% |