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 | $144,334 | $138,044+4.6% | $125,339+15.2% | $134,475+7.3% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | -17.54% | 750.33%-767.9pp | 572.05%-589.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,632 | $5,243-49.8% | $4,814-45.3% | $4,740-44.5% |
| Participant deferral / active EE | $7,568 | $7,799-3.0% | $7,446+1.6% | $6,400+18.3% |
| Admin fee / account holder | $243 | $11,571-97.9% | $10,010-97.6% | $11,426-97.9% |