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 | $135,338 | $133,958+1.0% | $112,228+20.6% | $134,475+0.6% |
| Participation rate | 76.5% | 78.6%-2.1pp | 75.1%+1.4pp | 81.2%-4.8pp |
| Annual return | -16.39% | 47.11%-63.5pp | 27.45%-43.8pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,451 | $4,038-39.3% | $3,635-32.6% | $4,740-48.3% |
| Participant deferral / active EE | $6,493 | $5,291+22.7% | $4,728+37.3% | $6,400+1.5% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |