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 | $167,712 | $190,805-12.1% | $159,960+4.8% | $134,475+24.7% |
| Participation rate | 71.4% | 81.9%-10.5pp | 78.0%-6.5pp | 81.2%-9.8pp |
| Annual return | -17.51% | 552.23%-569.7pp | 408.60%-426.1pp | 417.96%-435.5pp |
| Employer contribution / active EE | $931 | $4,995-81.4% | $4,226-78.0% | $4,740-80.4% |
| Participant deferral / active EE | $9,294 | $6,923+34.3% | $6,182+50.3% | $6,400+45.2% |
| Admin fee / account holder | $20 | $10,471-99.8% | $8,698-99.8% | $11,426-99.8% |