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 8-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 | $121,873 | $167,307-27.2% | $143,757-15.2% | $134,475-9.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.69% | 0.46%-17.1pp | -0.04%-16.6pp | 417.96%-434.7pp |
| Employer contribution / active EE | $17,143 | $5,619+205.1% | $4,951+246.3% | $4,740+261.7% |
| Participant deferral / active EE | $11,435 | $6,446+77.4% | $5,637+102.9% | $6,400+78.7% |
| Admin fee / account holder | $54 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |