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 | $187,580 | $142,344+31.8% | $119,609+56.8% | $134,475+39.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.36% | -12.44%+1.1pp | -14.97%+3.6pp | 417.96%-429.3pp |
| Employer contribution / active EE | $22,000 | $5,222+321.3% | $4,232+419.9% | $4,740+364.2% |
| Participant deferral / active EE | $0 | $6,469-100.0% | $5,602-100.0% | $6,400-100.0% |
| Admin fee / account holder | $23 | $13,584-99.8% | $10,323-99.8% | $11,426-99.8% |