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 | $199,508 | $197,825+0.9% | $155,790+28.1% | $125,391+59.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 76.1%+3.9pp | 83.2%-3.2pp |
| Annual return | -1.26% | 86.74%-88.0pp | 71.54%-72.8pp | 282.22%-283.5pp |
| Employer contribution / active EE | $2,056 | $4,847-57.6% | $3,836-46.4% | $4,866-57.7% |
| Participant deferral / active EE | $10,074 | $5,630+78.9% | $4,797+110.0% | $5,352+88.2% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |