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 | $192,839 | $167,307+15.3% | $143,757+34.1% | $134,475+43.4% |
| Participation rate | 78.6% | 84.8%-6.2pp | 80.3%-1.7pp | 81.2%-2.7pp |
| Annual return | -13.89% | 0.46%-14.4pp | -0.04%-13.8pp | 417.96%-431.9pp |
| Employer contribution / active EE | $2,049 | $5,619-63.5% | $4,951-58.6% | $4,740-56.8% |
| Participant deferral / active EE | $4,623 | $6,446-28.3% | $5,637-18.0% | $6,400-27.8% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |