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 | $220,534 | $95,862+130.1% | $79,550+177.2% | $134,475+64.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.08% | -2.69%-11.4pp | 0.16%-14.2pp | 417.96%-432.0pp |
| Employer contribution / active EE | $22,944 | $3,128+633.5% | $2,413+850.8% | $4,740+384.1% |
| Participant deferral / active EE | $17,388 | $4,693+270.5% | $3,985+336.3% | $6,400+171.7% |
| Admin fee / account holder | $55 | $9,126-99.4% | $6,832-99.2% | $11,426-99.5% |