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 | $169,426 | $142,344+19.0% | $119,609+41.7% | $134,475+26.0% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -18.03% | -12.44%-5.6pp | -14.97%-3.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,137 | $5,222-59.1% | $4,232-49.5% | $4,740-54.9% |
| Participant deferral / active EE | $7,410 | $6,469+14.5% | $5,602+32.3% | $6,400+15.8% |
| Admin fee / account holder | $16 | $13,584-99.9% | $10,323-99.8% | $11,426-99.9% |