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 | $145,621 | $129,942+12.1% | $104,294+39.6% | $134,475+8.3% |
| Participation rate | 85.7% | 79.5%+6.2pp | 73.3%+12.5pp | 81.2%+4.5pp |
| Annual return | -18.11% | 42.03%-60.1pp | 24.61%-42.7pp | 417.96%-436.1pp |
| Employer contribution / active EE | $3,639 | $4,184-13.0% | $3,372+7.9% | $4,740-23.2% |
| Participant deferral / active EE | $5,476 | $5,588-2.0% | $4,625+18.4% | $6,400-14.4% |
| Admin fee / account holder | $33 | $9,323-99.6% | $7,339-99.6% | $11,426-99.7% |