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 | $159,323 | $133,958+18.9% | $112,228+42.0% | $134,475+18.5% |
| Participation rate | 88.2% | 78.6%+9.7pp | 75.1%+13.2pp | 81.2%+7.0pp |
| Annual return | -15.94% | 47.11%-63.1pp | 27.45%-43.4pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,434 | $4,038-39.7% | $3,635-33.0% | $4,740-48.7% |
| Participant deferral / active EE | $5,489 | $5,291+3.8% | $4,728+16.1% | $6,400-14.2% |
| Admin fee / account holder | $84 | $7,489-98.9% | $6,410-98.7% | $11,426-99.3% |