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 | $179,940 | $167,307+7.6% | $143,757+25.2% | $134,475+33.8% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | 184.18% | 0.46%+183.7pp | -0.04%+184.2pp | 417.96%-233.8pp |
| Employer contribution / active EE | $2,268 | $5,619-59.6% | $4,951-54.2% | $4,740-52.2% |
| Participant deferral / active EE | $3,701 | $6,446-42.6% | $5,637-34.3% | $6,400-42.2% |
| Admin fee / account holder | $20 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |