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 | $140,006 | $160,055-12.5% | $140,0160% | $135,375+3.4% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -2.08% | 911.38%-913.5pp | 651.12%-653.2pp | 519.73%-521.8pp |
| Employer contribution / active EE | $2,398 | $6,420-62.7% | $5,606-57.2% | $4,779-49.8% |
| Participant deferral / active EE | $4,502 | $7,642-41.1% | $6,927-35.0% | $5,609-19.7% |
| Admin fee / account holder | $60 | $13,328-99.5% | $10,705-99.4% | $10,827-99.4% |