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 | $149,472 | $176,377-15.3% | $134,143+11.4% | $158,922-5.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 15.93% | 63.63%-47.7pp | 36.33%-20.4pp | 302.83%-286.9pp |
| Employer contribution / active EE | $6,019 | $5,040+19.4% | $3,704+62.5% | $4,761+26.4% |
| Participant deferral / active EE | $7,152 | $4,091+74.8% | $3,499+104.4% | $5,982+19.6% |
| Admin fee / account holder | $162 | $8,718-98.1% | $6,684-97.6% | $11,246-98.6% |