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 | $112,920 | $168,632-33.0% | $147,614-23.5% | $125,391-9.9% |
| Participation rate | 92.3% | 88.8%+3.5pp | 84.6%+7.7pp | 83.2%+9.1pp |
| Annual return | -1.17% | 77.65%-78.8pp | 61.98%-63.1pp | 282.22%-283.4pp |
| Employer contribution / active EE | $2,181 | $6,252-65.1% | $5,564-60.8% | $4,866-55.2% |
| Participant deferral / active EE | $3,030 | $5,507-45.0% | $4,895-38.1% | $5,352-43.4% |
| Admin fee / account holder | $68 | $13,580-99.5% | $11,611-99.4% | $9,540-99.3% |