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 | $157,826 | $133,958+17.8% | $112,228+40.6% | $134,475+17.4% |
| Participation rate | 73.7% | 78.6%-4.9pp | 75.1%-1.4pp | 81.2%-7.5pp |
| Annual return | -16.78% | 47.11%-63.9pp | 27.45%-44.2pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,403 | $4,038-40.5% | $3,635-33.9% | $4,740-49.3% |
| Participant deferral / active EE | $8,157 | $5,291+54.2% | $4,728+72.5% | $6,400+27.5% |
| Admin fee / account holder | $137 | $7,489-98.2% | $6,410-97.9% | $11,426-98.8% |