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 | $219,265 | $167,307+31.1% | $143,757+52.5% | $134,475+63.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -15.63% | 0.46%-16.1pp | -0.04%-15.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $4,046 | $5,619-28.0% | $4,951-18.3% | $4,740-14.6% |
| Participant deferral / active EE | $6,805 | $6,446+5.6% | $5,637+20.7% | $6,400+6.3% |
| Admin fee / account holder | $2 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |