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 | $176,414 | $167,307+5.4% | $143,757+22.7% | $134,475+31.2% |
| Participation rate | 76.5% | 84.8%-8.3pp | 80.3%-3.8pp | 81.2%-4.8pp |
| Annual return | -19.59% | 0.46%-20.1pp | -0.04%-19.6pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,644 | $5,619-52.9% | $4,951-46.6% | $4,740-44.2% |
| Participant deferral / active EE | $4,386 | $6,446-32.0% | $5,637-22.2% | $6,400-31.5% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |