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 | $152,958 | $167,484-8.7% | $151,611+0.9% | $134,475+13.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.46% | 7.80%-17.3pp | 3.33%-12.8pp | 417.96%-427.4pp |
| Employer contribution / active EE | $2,790 | $6,829-59.2% | $6,166-54.8% | $4,740-41.1% |
| Participant deferral / active EE | $9,000 | $8,986+0.2% | $8,363+7.6% | $6,400+40.6% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |