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 | $148,038 | $138,065+7.2% | $123,544+19.8% | $135,375+9.4% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -6.31% | 153.68%-160.0pp | 119.20%-125.5pp | 519.73%-526.0pp |
| Employer contribution / active EE | $3,485 | $5,151-32.3% | $4,628-24.7% | $4,779-27.1% |
| Participant deferral / active EE | $9,300 | $6,799+36.8% | $6,426+44.7% | $5,609+65.8% |
| Admin fee / account holder | $201 | $10,916-98.2% | $9,284-97.8% | $10,827-98.1% |