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 | $247,623 | $167,484+47.8% | $151,611+63.3% | $134,475+84.1% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -16.82% | 7.80%-24.6pp | 3.33%-20.1pp | 417.96%-434.8pp |
| Employer contribution / active EE | $4,259 | $6,829-37.6% | $6,166-30.9% | $4,740-10.1% |
| Participant deferral / active EE | $7,777 | $8,986-13.5% | $8,363-7.0% | $6,400+21.5% |
| Admin fee / account holder | $222 | $13,783-98.4% | $11,616-98.1% | $11,426-98.1% |