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 | $168,714 | $157,256+7.3% | $141,162+19.5% | $152,861+10.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.08% | 64.32%-42.2pp | 71.39%-49.3pp | 345.32%-323.2pp |
| Employer contribution / active EE | $2,064 | $5,261-60.8% | $4,735-56.4% | $4,762-56.7% |
| Participant deferral / active EE | $5,548 | $7,109-22.0% | $6,709-17.3% | $5,850-5.2% |
| Admin fee / account holder | $46 | $12,120-99.6% | $10,261-99.5% | $11,596-99.6% |