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 | $160,616 | $147,167+9.1% | $111,392+44.2% | $135,375+18.6% |
| Participation rate | 71.4% | 84.0%-12.6pp | 78.9%-7.4pp | 82.6%-11.2pp |
| Annual return | -4.65% | -4.44%-0.2pp | -2.06%-2.6pp | 519.73%-524.4pp |
| Employer contribution / active EE | $2,621 | $5,204-49.6% | $4,328-39.4% | $4,779-45.2% |
| Participant deferral / active EE | $10,875 | $6,565+65.7% | $5,567+95.3% | $5,609+93.9% |
| Admin fee / account holder | $0 | $20,270-100.0% | $12,266-100.0% | $10,827-100.0% |