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 | $176,932 | $167,307+5.8% | $143,757+23.1% | $134,475+31.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -15.90% | 0.46%-16.4pp | -0.04%-15.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $7,452 | $5,619+32.6% | $4,951+50.5% | $4,740+57.2% |
| Participant deferral / active EE | $3,846 | $6,446-40.3% | $5,637-31.8% | $6,400-39.9% |
| Admin fee / account holder | $173 | $18,088-99.0% | $14,673-98.8% | $11,426-98.5% |