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 | $158,579 | $154,117+2.9% | $129,995+22.0% | $139,434+13.7% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.5%+9.0pp | 80.3%+7.2pp |
| Annual return | 22.13% | 32.48%-10.3pp | -137.18%+159.3pp | 372.94%-350.8pp |
| Employer contribution / active EE | $5,171 | $5,289-2.2% | $4,320+19.7% | $4,751+8.8% |
| Participant deferral / active EE | $8,830 | $6,710+31.6% | $5,820+51.7% | $6,710+31.6% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |