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 | $151,146 | $180,449-16.2% | $154,107-1.9% | $135,375+11.6% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -8.66% | 888.09%-896.8pp | 735.12%-743.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $3,339 | $6,035-44.7% | $5,298-37.0% | $4,779-30.1% |
| Participant deferral / active EE | $8,566 | $5,806+47.5% | $5,081+68.6% | $5,609+52.7% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |