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 | $150,512 | $160,055-6.0% | $140,016+7.5% | $135,375+11.2% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.5%+6.6pp | 82.6%+11.5pp |
| Annual return | -5.72% | 911.38%-917.1pp | 651.12%-656.8pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,586 | $6,420-59.7% | $5,606-53.9% | $4,779-45.9% |
| Participant deferral / active EE | $5,080 | $7,642-33.5% | $6,927-26.7% | $5,609-9.4% |
| Admin fee / account holder | $197 | $13,328-98.5% | $10,705-98.2% | $10,827-98.2% |