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 7-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 | $187,873 | $167,307+12.3% | $143,757+30.7% | $134,475+39.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -13.52% | 0.46%-14.0pp | -0.04%-13.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $2,176 | $5,619-61.3% | $4,951-56.0% | $4,740-54.1% |
| Participant deferral / active EE | $7,770 | $6,446+20.6% | $5,637+37.8% | $6,400+21.4% |
| Admin fee / account holder | $207 | $18,088-98.9% | $14,673-98.6% | $11,426-98.2% |