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 | $186,956 | $105,860+76.6% | $90,749+106.0% | $134,475+39.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 0.02% | -11.01%+11.0pp | -12.16%+12.2pp | 417.96%-417.9pp |
| Employer contribution / active EE | $10,859 | $3,462+213.6% | $2,921+271.8% | $4,740+129.1% |
| Participant deferral / active EE | $0 | $5,216-100.0% | $4,564-100.0% | $6,400-100.0% |
| Admin fee / account holder | $8 | $13,938-99.9% | $8,445-99.9% | $11,426-99.9% |