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 | $172,097 | $180,449-4.6% | $154,107+11.7% | $135,375+27.1% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -6.46% | 888.09%-894.6pp | 735.12%-741.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $7,245 | $6,035+20.1% | $5,298+36.8% | $4,779+51.6% |
| Participant deferral / active EE | $3,468 | $5,806-40.3% | $5,081-31.7% | $5,609-38.2% |
| Admin fee / account holder | $221 | $16,143-98.6% | $13,411-98.4% | $10,827-98.0% |