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 | $179,135 | $180,449-0.7% | $154,107+16.2% | $135,375+32.3% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -1.93% | 888.09%-890.0pp | 735.12%-737.1pp | 519.73%-521.7pp |
| Employer contribution / active EE | $13,345 | $6,035+121.1% | $5,298+151.9% | $4,779+179.2% |
| Participant deferral / active EE | $8,600 | $5,806+48.1% | $5,081+69.3% | $5,609+53.3% |
| Admin fee / account holder | $130 | $16,143-99.2% | $13,411-99.0% | $10,827-98.8% |