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 | $180,336 | $183,519-1.7% | $155,509+16.0% | $145,922+23.6% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 18.26% | 61.17%-42.9pp | 64.67%-46.4pp | 561.29%-543.0pp |
| Employer contribution / active EE | $2,258 | $5,313-57.5% | $4,672-51.7% | $4,660-51.6% |
| Participant deferral / active EE | $7,250 | $6,462+12.2% | $5,626+28.9% | $6,688+8.4% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |