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 | $122,509 | $106,115+15.5% | $85,969+42.5% | $125,391-2.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -1.76% | 13.93%-15.7pp | 9.32%-11.1pp | 282.22%-284.0pp |
| Employer contribution / active EE | $2,547 | $4,537-43.9% | $3,474-26.7% | $4,866-47.7% |
| Participant deferral / active EE | $4,904 | $4,859+0.9% | $3,829+28.1% | $5,352-8.4% |
| Admin fee / account holder | $12 | $8,144-99.8% | $6,053-99.8% | $9,540-99.9% |