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 | $152,481 | $131,829+15.7% | $108,579+40.4% | $273,961-44.3% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.6%+9.3pp | 83.0%+5.9pp |
| Annual return | 7.18% | -91.57%+98.8pp | -51.70%+58.9pp | 41.45%-34.3pp |
| Employer contribution / active EE | $3,343 | $4,912-32.0% | $3,758-11.1% | $4,869-31.3% |
| Participant deferral / active EE | $5,485 | $5,127+7.0% | $4,311+27.2% | $5,287+3.8% |
| Admin fee / account holder | $294 | $10,252-97.1% | $7,645-96.2% | $10,132-97.1% |