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 | $185,734 | $133,958+38.7% | $112,228+65.5% | $134,475+38.1% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -18.79% | 47.11%-65.9pp | 27.45%-46.2pp | 417.96%-436.8pp |
| Employer contribution / active EE | $4,643 | $4,038+15.0% | $3,635+27.8% | $4,740-2.0% |
| Participant deferral / active EE | $8,506 | $5,291+60.8% | $4,728+79.9% | $6,400+32.9% |
| Admin fee / account holder | $25 | $7,489-99.7% | $6,410-99.6% | $11,426-99.8% |