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 5-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 | $203,388 | $167,307+21.6% | $143,757+41.5% | $134,475+51.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.47% | 0.46%-15.9pp | -0.04%-15.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $15,719 | $5,619+179.7% | $4,951+217.5% | $4,740+231.7% |
| Participant deferral / active EE | $13,441 | $6,446+108.5% | $5,637+138.4% | $6,400+110.0% |
| Admin fee / account holder | $217 | $18,088-98.8% | $14,673-98.5% | $11,426-98.1% |