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 | $105,403 | $99,032+6.4% | $80,019+31.7% | $135,375-22.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -8.73% | 15.39%-24.1pp | 11.22%-20.0pp | 519.73%-528.5pp |
| Employer contribution / active EE | $6,270 | $3,043+106.0% | $2,468+154.0% | $4,779+31.2% |
| Participant deferral / active EE | $14,736 | $4,282+244.1% | $3,686+299.8% | $5,609+162.7% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |