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 | $182,399 | $167,307+9.0% | $143,757+26.9% | $134,475+35.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -19.17% | 0.46%-19.6pp | -0.04%-19.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,184 | $5,619-61.1% | $4,951-55.9% | $4,740-53.9% |
| Participant deferral / active EE | $8,701 | $6,446+35.0% | $5,637+54.3% | $6,400+36.0% |
| Admin fee / account holder | $212 | $18,088-98.8% | $14,673-98.6% | $11,426-98.1% |