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 | $114,623 | $95,862+19.6% | $79,550+44.1% | $134,475-14.8% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | -18.32% | -2.69%-15.6pp | 0.16%-18.5pp | 417.96%-436.3pp |
| Employer contribution / active EE | $16,932 | $3,128+441.3% | $2,413+601.7% | $4,740+257.2% |
| Participant deferral / active EE | $4,256 | $4,693-9.3% | $3,985+6.8% | $6,400-33.5% |
| Admin fee / account holder | $42 | $9,126-99.5% | $6,832-99.4% | $11,426-99.6% |