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 | $114,517 | $105,860+8.2% | $90,749+26.2% | $134,475-14.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.13% | -11.01%-7.1pp | -12.16%-6.0pp | 417.96%-436.1pp |
| Employer contribution / active EE | $6,056 | $3,462+74.9% | $2,921+107.3% | $4,740+27.8% |
| Participant deferral / active EE | $12,001 | $5,216+130.1% | $4,564+162.9% | $6,400+87.5% |
| Admin fee / account holder | $20 | $13,938-99.9% | $8,445-99.8% | $11,426-99.8% |