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 | $79,716 | $167,307-52.4% | $143,757-44.5% | $134,475-40.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.11% | 0.46%-15.6pp | -0.04%-15.1pp | 417.96%-433.1pp |
| Employer contribution / active EE | $8,309 | $5,619+47.9% | $4,951+67.8% | $4,740+75.3% |
| Participant deferral / active EE | $5,644 | $6,446-12.4% | $5,637+0.1% | $6,400-11.8% |
| Admin fee / account holder | $149 | $18,088-99.2% | $14,673-99.0% | $11,426-98.7% |