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 | $144,776 | $99,032+46.2% | $80,019+80.9% | $135,375+6.9% |
| Participation rate | 75.0% | 78.4%-3.4pp | 75.8%-0.8pp | 82.6%-7.6pp |
| Annual return | -6.38% | 15.39%-21.8pp | 11.22%-17.6pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,173 | $3,043-61.5% | $2,468-52.5% | $4,779-75.5% |
| Participant deferral / active EE | $3,756 | $4,282-12.3% | $3,686+1.9% | $5,609-33.0% |
| Admin fee / account holder | $11 | $10,436-99.9% | $6,521-99.8% | $10,827-99.9% |