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 7-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 | $142,413 | $167,307-14.9% | $143,757-0.9% | $134,475+5.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.43% | 0.46%-8.9pp | -0.04%-8.4pp | 417.96%-426.4pp |
| Employer contribution / active EE | $1,838 | $5,619-67.3% | $4,951-62.9% | $4,740-61.2% |
| Participant deferral / active EE | $13,800 | $6,446+114.1% | $5,637+144.8% | $6,400+115.6% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |