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 | $217,098 | $180,449+20.3% | $154,107+40.9% | $135,375+60.4% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -3.89% | 888.09%-892.0pp | 735.12%-739.0pp | 519.73%-523.6pp |
| Employer contribution / active EE | $2,228 | $6,035-63.1% | $5,298-57.9% | $4,779-53.4% |
| Participant deferral / active EE | $6,845 | $5,806+17.9% | $5,081+34.7% | $5,609+22.0% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |