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 | $162,100 | $138,044+17.4% | $125,339+29.3% | $134,475+20.5% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -20.23% | 750.33%-770.6pp | 572.05%-592.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $3,200 | $5,243-39.0% | $4,814-33.5% | $4,740-32.5% |
| Participant deferral / active EE | $6,543 | $7,799-16.1% | $7,446-12.1% | $6,400+2.2% |
| Admin fee / account holder | $174 | $11,571-98.5% | $10,010-98.3% | $11,426-98.5% |