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 | $179,928 | $190,805-5.7% | $159,960+12.5% | $134,475+33.8% |
| Participation rate | 79.2% | 81.9%-2.8pp | 78.0%+1.2pp | 81.2%-2.1pp |
| Annual return | -16.77% | 552.23%-569.0pp | 408.60%-425.4pp | 417.96%-434.7pp |
| Employer contribution / active EE | $5,278 | $4,995+5.7% | $4,226+24.9% | $4,740+11.4% |
| Participant deferral / active EE | $9,290 | $6,923+34.2% | $6,182+50.3% | $6,400+45.2% |
| Admin fee / account holder | $1 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |