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 | $164,476 | $160,055+2.8% | $140,016+17.5% | $135,375+21.5% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | -7.54% | 911.38%-918.9pp | 651.12%-658.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,746 | $6,420-72.8% | $5,606-68.9% | $4,779-63.5% |
| Participant deferral / active EE | $4,891 | $7,642-36.0% | $6,927-29.4% | $5,609-12.8% |
| Admin fee / account holder | $276 | $13,328-97.9% | $10,705-97.4% | $10,827-97.5% |