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 | $164,831 | $167,484-1.6% | $151,611+8.7% | $134,475+22.6% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -12.79% | 7.80%-20.6pp | 3.33%-16.1pp | 417.96%-430.8pp |
| Employer contribution / active EE | $1,763 | $6,829-74.2% | $6,166-71.4% | $4,740-62.8% |
| Participant deferral / active EE | $13,825 | $8,986+53.9% | $8,363+65.3% | $6,400+116.0% |
| Admin fee / account holder | $97 | $13,783-99.3% | $11,616-99.2% | $11,426-99.1% |