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 | $143,444 | $127,386+12.6% | $115,037+24.7% | $125,391+14.4% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 83.2%+5.7pp |
| Annual return | -2.19% | 31.28%-33.5pp | 26.14%-28.3pp | 282.22%-284.4pp |
| Employer contribution / active EE | $2,931 | $5,166-43.3% | $4,608-36.4% | $4,866-39.8% |
| Participant deferral / active EE | $12,266 | $6,423+91.0% | $6,026+103.5% | $5,352+129.2% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |