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 | $110,012 | $140,578-21.7% | $100,671+9.3% | $125,391-12.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -3.17% | 24.67%-27.8pp | 20.43%-23.6pp | 282.22%-285.4pp |
| Employer contribution / active EE | $1,111 | $5,965-81.4% | $4,012-72.3% | $4,866-77.2% |
| Participant deferral / active EE | $11,668 | $3,981+193.1% | $3,144+271.2% | $5,352+118.0% |
| Admin fee / account holder | $13 | $6,716-99.8% | $4,850-99.7% | $9,540-99.9% |