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 | $107,234 | $92,222+16.3% | $76,768+39.7% | $135,375-20.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.45% | 5.46%-10.9pp | 2.43%-7.9pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,637 | $3,216-49.1% | $2,485-34.1% | $4,779-65.7% |
| Participant deferral / active EE | $6,054 | $4,509+34.3% | $3,852+57.2% | $5,609+7.9% |
| Admin fee / account holder | $112 | $10,748-99.0% | $6,675-98.3% | $10,827-99.0% |