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 | $130,574 | $140,588-7.1% | $123,104+6.1% | $125,391+4.1% |
| Participation rate | 93.8% | 88.2%+5.6pp | 86.8%+7.0pp | 83.2%+10.6pp |
| Annual return | -0.79% | 16.80%-17.6pp | 13.22%-14.0pp | 282.22%-283.0pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $12,946 | $6,980+85.5% | $6,230+107.8% | $5,352+141.9% |
| Admin fee / account holder | $161 | $11,198-98.6% | $9,015-98.2% | $9,540-98.3% |