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 | $224,659 | $142,344+57.8% | $119,609+87.8% | $134,475+67.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.41% | -12.44%-2.0pp | -14.97%+0.6pp | 417.96%-432.4pp |
| Employer contribution / active EE | $40,500 | $5,222+675.6% | $4,232+857.0% | $4,740+754.5% |
| Participant deferral / active EE | $27,000 | $6,469+317.4% | $5,602+382.0% | $6,400+321.9% |
| Admin fee / account holder | $224 | $13,584-98.4% | $10,323-97.8% | $11,426-98.0% |