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 | $193,161 | $138,065+39.9% | $123,544+56.3% | $135,375+42.7% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -7.27% | 153.68%-161.0pp | 119.20%-126.5pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,042 | $5,151-79.8% | $4,628-77.5% | $4,779-78.2% |
| Participant deferral / active EE | $11,026 | $6,799+62.2% | $6,426+71.6% | $5,609+96.6% |
| Admin fee / account holder | $118 | $10,916-98.9% | $9,284-98.7% | $10,827-98.9% |