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 | $223,623 | $211,958+5.5% | $169,463+32.0% | $135,375+65.2% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -4.76% | 3.26%-8.0pp | 1.83%-6.6pp | 519.73%-524.5pp |
| Employer contribution / active EE | $4,355 | $5,120-14.9% | $4,159+4.7% | $4,779-8.9% |
| Participant deferral / active EE | $7,004 | $6,075+15.3% | $5,277+32.7% | $5,609+24.9% |
| Admin fee / account holder | $58 | $11,471-99.5% | $9,109-99.4% | $10,827-99.5% |