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 | $176,341 | $142,344+23.9% | $119,609+47.4% | $134,475+31.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.40% | -12.44%-4.0pp | -14.97%-1.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $23,872 | $5,222+357.1% | $4,232+464.1% | $4,740+403.7% |
| Participant deferral / active EE | $18,228 | $6,469+181.8% | $5,602+225.4% | $6,400+184.8% |
| Admin fee / account holder | $42 | $13,584-99.7% | $10,323-99.6% | $11,426-99.6% |