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 | $114,706 | $95,193+20.5% | $76,523+49.9% | $135,375-15.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.42% | 4.85%-12.3pp | -0.27%-7.2pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,398 | $3,302-57.7% | $2,647-47.2% | $4,779-70.7% |
| Participant deferral / active EE | $14,200 | $4,639+206.1% | $3,835+270.2% | $5,609+153.2% |
| Admin fee / account holder | $16 | $6,249-99.7% | $4,848-99.7% | $10,827-99.9% |