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 | $243,570 | $167,484+45.4% | $151,611+60.7% | $134,475+81.1% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -13.75% | 7.80%-21.6pp | 3.33%-17.1pp | 417.96%-431.7pp |
| Employer contribution / active EE | $2,845 | $6,829-58.3% | $6,166-53.9% | $4,740-40.0% |
| Participant deferral / active EE | $11,140 | $8,986+24.0% | $8,363+33.2% | $6,400+74.1% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |