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 | $207,314 | $167,307+23.9% | $143,757+44.2% | $134,475+54.2% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -18.84% | 0.46%-19.3pp | -0.04%-18.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,850 | $5,619-67.1% | $4,951-62.6% | $4,740-61.0% |
| Participant deferral / active EE | $7,954 | $6,446+23.4% | $5,637+41.1% | $6,400+24.3% |
| Admin fee / account holder | -$27 | $18,088-100.1% | $14,673-100.2% | $11,426-100.2% |