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 | $209,926 | $159,602+31.5% | $150,045+39.9% | $142,382+47.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 18.29% | 70.24%-51.9pp | 62.55%-44.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $3,245 | $4,961-34.6% | $4,693-30.9% | $4,299-24.5% |
| Participant deferral / active EE | $8,465 | $8,310+1.9% | $7,997+5.9% | $6,507+30.1% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |