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 | $171,321 | $167,484+2.3% | $151,611+13.0% | $134,475+27.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.46% | 7.80%-25.3pp | 3.33%-20.8pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,590 | $6,829-47.4% | $6,166-41.8% | $4,740-24.3% |
| Participant deferral / active EE | $7,267 | $8,986-19.1% | $8,363-13.1% | $6,400+13.5% |
| Admin fee / account holder | $186 | $13,783-98.6% | $11,616-98.4% | $11,426-98.4% |