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 | $153,899 | $147,167+4.6% | $111,392+38.2% | $135,375+13.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 78.9%+8.6pp | 82.6%+4.9pp |
| Annual return | -4.27% | -4.44%+0.2pp | -2.06%-2.2pp | 519.73%-524.0pp |
| Employer contribution / active EE | $0 | $5,204-100.0% | $4,328-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,247 | $6,565-20.1% | $5,567-5.7% | $5,609-6.4% |
| Admin fee / account holder | $147 | $20,270-99.3% | $12,266-98.8% | $10,827-98.6% |