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 | $105,517 | $100,754+4.7% | $86,677+21.7% | $134,475-21.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -10.58% | 29.04%-39.6pp | 35.91%-46.5pp | 417.96%-428.5pp |
| Employer contribution / active EE | $966 | $3,489-72.3% | $2,836-65.9% | $4,740-79.6% |
| Participant deferral / active EE | $3,176 | $5,338-40.5% | $4,656-31.8% | $6,400-50.4% |
| Admin fee / account holder | $240 | $10,926-97.8% | $7,493-96.8% | $11,426-97.9% |