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 | $235,166 | $138,065+70.3% | $123,544+90.3% | $135,375+73.7% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -3.90% | 153.68%-157.6pp | 119.20%-123.1pp | 519.73%-523.6pp |
| Employer contribution / active EE | $1,045 | $5,151-79.7% | $4,628-77.4% | $4,779-78.1% |
| Participant deferral / active EE | $7,237 | $6,799+6.4% | $6,426+12.6% | $5,609+29.0% |
| Admin fee / account holder | $286 | $10,916-97.4% | $9,284-96.9% | $10,827-97.4% |