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 | $223,759 | $167,307+33.7% | $143,757+55.7% | $134,475+66.4% |
| Participation rate | 87.0% | 84.8%+2.1pp | 80.3%+6.6pp | 81.2%+5.7pp |
| Annual return | -15.99% | 0.46%-16.4pp | -0.04%-15.9pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,809 | $5,619-50.0% | $4,951-43.3% | $4,740-40.7% |
| Participant deferral / active EE | $6,514 | $6,446+1.1% | $5,637+15.6% | $6,400+1.8% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |