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 | $154,171 | $167,307-7.9% | $143,757+7.2% | $134,475+14.6% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -17.53% | 0.46%-18.0pp | -0.04%-17.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,867 | $5,619-49.0% | $4,951-42.1% | $4,740-39.5% |
| Participant deferral / active EE | $6,954 | $6,446+7.9% | $5,637+23.4% | $6,400+8.7% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |