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 | $138,171 | $133,958+3.1% | $112,228+23.1% | $134,475+2.7% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -3.71% | 47.11%-50.8pp | 27.45%-31.2pp | 417.96%-421.7pp |
| Employer contribution / active EE | $2,995 | $4,038-25.8% | $3,635-17.6% | $4,740-36.8% |
| Participant deferral / active EE | $4,456 | $5,291-15.8% | $4,728-5.8% | $6,400-30.4% |
| Admin fee / account holder | $278 | $7,489-96.3% | $6,410-95.7% | $11,426-97.6% |