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 | $157,632 | $167,307-5.8% | $143,757+9.7% | $134,475+17.2% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -19.69% | 0.46%-20.2pp | -0.04%-19.7pp | 417.96%-437.7pp |
| Employer contribution / active EE | $3,438 | $5,619-38.8% | $4,951-30.6% | $4,740-27.5% |
| Participant deferral / active EE | $6,011 | $6,446-6.8% | $5,637+6.6% | $6,400-6.1% |
| Admin fee / account holder | $133 | $18,088-99.3% | $14,673-99.1% | $11,426-98.8% |