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 | $150,111 | $138,044+8.7% | $125,339+19.8% | $134,475+11.6% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -16.55% | 750.33%-766.9pp | 572.05%-588.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $5,043 | $5,243-3.8% | $4,814+4.8% | $4,740+6.4% |
| Participant deferral / active EE | $10,482 | $7,799+34.4% | $7,446+40.8% | $6,400+63.8% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |