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 | $168,802 | $142,344+18.6% | $119,609+41.1% | $134,475+25.5% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -18.52% | -12.44%-6.1pp | -14.97%-3.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,147 | $5,222-58.9% | $4,232-49.3% | $4,740-54.7% |
| Participant deferral / active EE | $10,502 | $6,469+62.3% | $5,602+87.5% | $6,400+64.1% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |