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 | $153,339 | $150,431+1.9% | $131,982+16.2% | $357,791-57.1% |
| Participation rate | 75.0% | 86.5%-11.5pp | 86.8%-11.8pp | 85.6%-10.6pp |
| Annual return | 21.65% | -6.42%+28.1pp | -4.02%+25.7pp | 396.79%-375.1pp |
| Employer contribution / active EE | $4,592 | $3,938+16.6% | $3,768+21.9% | $7,508-38.8% |
| Participant deferral / active EE | $10,769 | $4,015+168.2% | $3,959+172.0% | $5,521+95.1% |
| Admin fee / account holder | $0 | $8,260-100.0% | $6,995-100.0% | $28,387-100.0% |