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 | $167,949 | $167,484+0.3% | $151,611+10.8% | $134,475+24.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.02% | 7.80%-24.8pp | 3.33%-20.3pp | 417.96%-435.0pp |
| Employer contribution / active EE | $3,958 | $6,829-42.0% | $6,166-35.8% | $4,740-16.5% |
| Participant deferral / active EE | $5,075 | $8,986-43.5% | $8,363-39.3% | $6,400-20.7% |
| Admin fee / account holder | $63 | $13,783-99.5% | $11,616-99.5% | $11,426-99.5% |