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 | $166,722 | $180,449-7.6% | $154,107+8.2% | $135,375+23.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.62% | 888.09%-895.7pp | 735.12%-742.7pp | 519.73%-527.4pp |
| Employer contribution / active EE | $2,547 | $6,035-57.8% | $5,298-51.9% | $4,779-46.7% |
| Participant deferral / active EE | $6,616 | $5,806+14.0% | $5,081+30.2% | $5,609+18.0% |
| Admin fee / account holder | $36 | $16,143-99.8% | $13,411-99.7% | $10,827-99.7% |