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 | $214,961 | $167,307+28.5% | $143,757+49.5% | $134,475+59.9% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -9.64% | 0.46%-10.1pp | -0.04%-9.6pp | 417.96%-427.6pp |
| Employer contribution / active EE | $2,637 | $5,619-53.1% | $4,951-46.7% | $4,740-44.4% |
| Participant deferral / active EE | $4,132 | $6,446-35.9% | $5,637-26.7% | $6,400-35.4% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |