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 | $185,325 | $175,600+5.5% | $129,110+43.5% | $134,475+37.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -18.99% | -11.39%-7.6pp | -10.94%-8.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $9,648 | $6,355+51.8% | $5,052+91.0% | $4,740+103.6% |
| Participant deferral / active EE | $19,108 | $7,975+139.6% | $6,542+192.1% | $6,400+198.6% |
| Admin fee / account holder | $0 | $23,567-100.0% | $14,302-100.0% | $11,426-100.0% |