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 | $126,299 | $133,958-5.7% | $112,228+12.5% | $134,475-6.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.56% | 47.11%-64.7pp | 27.45%-45.0pp | 417.96%-435.5pp |
| Employer contribution / active EE | $9,287 | $4,038+130.0% | $3,635+155.5% | $4,740+95.9% |
| Participant deferral / active EE | $5,188 | $5,291-1.9% | $4,728+9.7% | $6,400-18.9% |
| Admin fee / account holder | $40 | $7,489-99.5% | $6,410-99.4% | $11,426-99.7% |