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 | $147,402 | $129,942+13.4% | $104,294+41.3% | $134,475+9.6% |
| Participation rate | 75.0% | 79.5%-4.5pp | 73.3%+1.7pp | 81.2%-6.2pp |
| Annual return | -16.02% | 42.03%-58.0pp | 24.61%-40.6pp | 417.96%-434.0pp |
| Employer contribution / active EE | $7,048 | $4,184+68.4% | $3,372+109.0% | $4,740+48.7% |
| Participant deferral / active EE | $8,821 | $5,588+57.9% | $4,625+90.7% | $6,400+37.8% |
| Admin fee / account holder | $66 | $9,323-99.3% | $7,339-99.1% | $11,426-99.4% |