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 | $139,829 | $133,958+4.4% | $112,228+24.6% | $134,475+4.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -19.16% | 47.11%-66.3pp | 27.45%-46.6pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,920 | $4,038-52.5% | $3,635-47.2% | $4,740-59.5% |
| Participant deferral / active EE | $8,313 | $5,291+57.1% | $4,728+75.8% | $6,400+29.9% |
| Admin fee / account holder | $104 | $7,489-98.6% | $6,410-98.4% | $11,426-99.1% |