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 | $194,865 | $140,588+38.6% | $123,104+58.3% | $125,391+55.4% |
| Participation rate | 87.5% | 88.2%-0.7pp | 86.8%+0.7pp | 83.2%+4.3pp |
| Annual return | -0.66% | 16.80%-17.5pp | 13.22%-13.9pp | 282.22%-282.9pp |
| Employer contribution / active EE | $12,985 | $6,041+114.9% | $5,151+152.1% | $4,866+166.8% |
| Participant deferral / active EE | $9,419 | $6,980+34.9% | $6,230+51.2% | $5,352+76.0% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |