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 | $170,880 | $142,344+20.0% | $119,609+42.9% | $134,475+27.1% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -19.82% | -12.44%-7.4pp | -14.97%-4.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $3,408 | $5,222-34.7% | $4,232-19.5% | $4,740-28.1% |
| Participant deferral / active EE | $12,347 | $6,469+90.9% | $5,602+120.4% | $6,400+92.9% |
| Admin fee / account holder | $296 | $13,584-97.8% | $10,323-97.1% | $11,426-97.4% |