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 | $148,518 | $167,307-11.2% | $143,757+3.3% | $134,475+10.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -18.94% | 0.46%-19.4pp | -0.04%-18.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,405 | $5,619-75.0% | $4,951-71.6% | $4,740-70.4% |
| Participant deferral / active EE | $6,860 | $6,446+6.4% | $5,637+21.7% | $6,400+7.2% |
| Admin fee / account holder | $6 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |