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 | $141,022 | $167,307-15.7% | $143,757-1.9% | $134,475+4.9% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -15.25% | 0.46%-15.7pp | -0.04%-15.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $10,458 | $5,619+86.1% | $4,951+111.2% | $4,740+120.6% |
| Participant deferral / active EE | $6,170 | $6,446-4.3% | $5,637+9.5% | $6,400-3.6% |
| Admin fee / account holder | $147 | $18,088-99.2% | $14,673-99.0% | $11,426-98.7% |