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 | $190,383 | $180,449+5.5% | $154,107+23.5% | $135,375+40.6% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -7.36% | 888.09%-895.5pp | 735.12%-742.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,283 | $6,035-78.7% | $5,298-75.8% | $4,779-73.2% |
| Participant deferral / active EE | $3,453 | $5,806-40.5% | $5,081-32.0% | $5,609-38.4% |
| Admin fee / account holder | $237 | $16,143-98.5% | $13,411-98.2% | $10,827-97.8% |