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 | $203,506 | $142,344+43.0% | $119,609+70.1% | $134,475+51.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -7.03% | -12.44%+5.4pp | -14.97%+7.9pp | 417.96%-425.0pp |
| Employer contribution / active EE | $15,703 | $5,222+200.7% | $4,232+271.1% | $4,740+231.3% |
| Participant deferral / active EE | $3,857 | $6,469-40.4% | $5,602-31.1% | $6,400-39.7% |
| Admin fee / account holder | $6 | $13,584-100.0% | $10,323-99.9% | $11,426-99.9% |