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 | $185,069 | $214,378-13.7% | $200,582-7.7% | $142,382+30.0% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 16.04% | 46.41%-30.4pp | 42.33%-26.3pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,911 | $6,841-57.5% | $6,419-54.6% | $4,299-32.3% |
| Participant deferral / active EE | $4,631 | $9,865-53.1% | $9,331-50.4% | $6,507-28.8% |
| Admin fee / account holder | $12 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |