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 | $147,231 | $90,590+62.5% | $90,782+62.2% | $135,375+8.8% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.7%-2.7pp | 82.6%-2.6pp |
| Annual return | 2.38% | -3.40%+5.8pp | -3.42%+5.8pp | 519.73%-517.4pp |
| Employer contribution / active EE | $4,498 | $4,352+3.3% | $4,105+9.6% | $4,779-5.9% |
| Participant deferral / active EE | $8,144 | $5,407+50.6% | $5,366+51.8% | $5,609+45.2% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,827-100.0% |