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 | $136,318 | $211,958-35.7% | $169,463-19.6% | $135,375+0.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 1.01% | 3.26%-2.2pp | 1.83%-0.8pp | 519.73%-518.7pp |
| Employer contribution / active EE | $1,937 | $5,120-62.2% | $4,159-53.4% | $4,779-59.5% |
| Participant deferral / active EE | $9,951 | $6,075+63.8% | $5,277+88.6% | $5,609+77.4% |
| Admin fee / account holder | $267 | $11,471-97.7% | $9,109-97.1% | $10,827-97.5% |