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 | $152,149 | $138,065+10.2% | $123,544+23.2% | $135,375+12.4% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -7.27% | 153.68%-161.0pp | 119.20%-126.5pp | 519.73%-527.0pp |
| Employer contribution / active EE | $3,208 | $5,151-37.7% | $4,628-30.7% | $4,779-32.9% |
| Participant deferral / active EE | $9,925 | $6,799+46.0% | $6,426+54.5% | $5,609+77.0% |
| Admin fee / account holder | $250 | $10,916-97.7% | $9,284-97.3% | $10,827-97.7% |