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 | $89,237 | $88,751+0.5% | $81,812+9.1% | $145,922-38.8% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 10.73% | 1025.40%-1014.7pp | 773.79%-763.1pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,782 | $3,083-42.2% | $2,912-38.8% | $4,660-61.8% |
| Participant deferral / active EE | $6,651 | $4,643+43.2% | $4,319+54.0% | $6,688-0.6% |
| Admin fee / account holder | $246 | $8,415-97.1% | $7,386-96.7% | $13,397-98.2% |