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 | $172,464 | $167,307+3.1% | $143,757+20.0% | $134,475+28.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.29% | 0.46%-11.8pp | -0.04%-11.3pp | 417.96%-429.3pp |
| Employer contribution / active EE | $6,011 | $5,619+7.0% | $4,951+21.4% | $4,740+26.8% |
| Participant deferral / active EE | $5,333 | $6,446-17.3% | $5,637-5.4% | $6,400-16.7% |
| Admin fee / account holder | $115 | $18,088-99.4% | $14,673-99.2% | $11,426-99.0% |