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 | $119,510 | $75,828+57.6% | $147,614-19.0% | $59,632+100.4% |
| Participation rate | 95.7% | 71.6%+24.2pp | 84.6%+11.1pp | 68.7%+27.1pp |
| Annual return | -0.51% | 0.37%-0.9pp | 61.98%-62.5pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $5,983 | $3,485+71.7% | $5,564+7.5% | $2,203+171.7% |
| Participant deferral / active EE | $3,742 | $3,130+19.5% | $4,895-23.6% | $3,192+17.2% |
| Admin fee / account holder | $40 | $5,985-99.3% | $11,611-99.7% | $4,297-99.1% |