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 | $77,055 | $167,484-54.0% | $151,611-49.2% | $134,475-42.7% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.5%+4.2pp | 81.2%+10.4pp |
| Annual return | -16.52% | 7.80%-24.3pp | 3.33%-19.8pp | 417.96%-434.5pp |
| Employer contribution / active EE | $8,250 | $6,829+20.8% | $6,166+33.8% | $4,740+74.1% |
| Participant deferral / active EE | $11,725 | $8,986+30.5% | $8,363+40.2% | $6,400+83.2% |
| Admin fee / account holder | $291 | $13,783-97.9% | $11,616-97.5% | $11,426-97.5% |