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 | $166,682 | $154,117+8.2% | $129,995+28.2% | $139,434+19.5% |
| Participation rate | 89.5% | 82.0%+7.5pp | 78.5%+11.0pp | 80.3%+9.2pp |
| Annual return | 19.64% | 32.48%-12.8pp | -137.18%+156.8pp | 372.94%-353.3pp |
| Employer contribution / active EE | $6,635 | $5,289+25.5% | $4,320+53.6% | $4,751+39.7% |
| Participant deferral / active EE | $13,651 | $6,710+103.4% | $5,820+134.6% | $6,710+103.4% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |