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 | $155,038 | $142,344+8.9% | $119,609+29.6% | $134,475+15.3% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | -13.12% | -12.44%-0.7pp | -14.97%+1.8pp | 417.96%-431.1pp |
| Employer contribution / active EE | $1,286 | $5,222-75.4% | $4,232-69.6% | $4,740-72.9% |
| Participant deferral / active EE | $7,638 | $6,469+18.1% | $5,602+36.3% | $6,400+19.3% |
| Admin fee / account holder | $178 | $13,584-98.7% | $10,323-98.3% | $11,426-98.4% |