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 | $155,086 | $135,635+14.3% | $110,238+40.7% | $135,375+14.6% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | -8.66% | 513.19%-521.9pp | 314.74%-323.4pp | 519.73%-528.4pp |
| Employer contribution / active EE | $3,197 | $4,906-34.8% | $3,826-16.4% | $4,779-33.1% |
| Participant deferral / active EE | $7,062 | $5,506+28.2% | $4,672+51.2% | $5,609+25.9% |
| Admin fee / account holder | $242 | $11,457-97.9% | $8,547-97.2% | $10,827-97.8% |