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 | $86,357 | $180,449-52.1% | $154,107-44.0% | $135,375-36.2% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -8.33% | 888.09%-896.4pp | 735.12%-743.4pp | 519.73%-528.1pp |
| Employer contribution / active EE | $5,178 | $6,035-14.2% | $5,298-2.3% | $4,779+8.4% |
| Participant deferral / active EE | $3,796 | $5,806-34.6% | $5,081-25.3% | $5,609-32.3% |
| Admin fee / account holder | $140 | $16,143-99.1% | $13,411-99.0% | $10,827-98.7% |