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 | $201,325 | $167,307+20.3% | $143,757+40.0% | $134,475+49.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.39% | 0.46%-18.9pp | -0.04%-18.3pp | 417.96%-436.4pp |
| Employer contribution / active EE | $16,700 | $5,619+197.2% | $4,951+237.3% | $4,740+252.3% |
| Participant deferral / active EE | $13,671 | $6,446+112.1% | $5,637+142.5% | $6,400+113.6% |
| Admin fee / account holder | $209 | $18,088-98.8% | $14,673-98.6% | $11,426-98.2% |