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 | $163,297 | $92,222+77.1% | $76,768+112.7% | $135,375+20.6% |
| Participation rate | 90.9% | 79.8%+11.1pp | 77.0%+13.9pp | 82.6%+8.3pp |
| Annual return | -7.06% | 5.46%-12.5pp | 2.43%-9.5pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,201 | $3,216-31.6% | $2,485-11.5% | $4,779-54.0% |
| Participant deferral / active EE | $5,728 | $4,509+27.0% | $3,852+48.7% | $5,609+2.1% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |