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 | $148,084 | $167,484-11.6% | $151,611-2.3% | $134,475+10.1% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -13.47% | 7.80%-21.3pp | 3.33%-16.8pp | 417.96%-431.4pp |
| Employer contribution / active EE | $1,757 | $6,829-74.3% | $6,166-71.5% | $4,740-62.9% |
| Participant deferral / active EE | $3,964 | $8,986-55.9% | $8,363-52.6% | $6,400-38.1% |
| Admin fee / account holder | $159 | $13,783-98.8% | $11,616-98.6% | $11,426-98.6% |