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 | $188,564 | $183,592+2.7% | $155,567+21.2% | $145,959+29.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.84% | 61.24%-47.4pp | 64.74%-50.9pp | 561.95%-548.1pp |
| Employer contribution / active EE | $4,936 | $5,315-7.1% | $4,674+5.6% | $4,661+5.9% |
| Participant deferral / active EE | $7,643 | $6,464+18.2% | $5,628+35.8% | $6,689+14.3% |
| Admin fee / account holder | $183 | $19,318-99.1% | $15,916-98.9% | $13,398-98.6% |