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 | $150,216 | $133,958+12.1% | $112,228+33.8% | $134,475+11.7% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -11.18% | 47.11%-58.3pp | 27.45%-38.6pp | 417.96%-429.1pp |
| Employer contribution / active EE | $2,900 | $4,038-28.2% | $3,635-20.2% | $4,740-38.8% |
| Participant deferral / active EE | $1,634 | $5,291-69.1% | $4,728-65.4% | $6,400-74.5% |
| Admin fee / account holder | $271 | $7,489-96.4% | $6,410-95.8% | $11,426-97.6% |