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 | $190,059 | $228,332-16.8% | $185,823+2.3% | $158,922+19.6% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 22.52% | 40.80%-18.3pp | 35.95%-13.4pp | 302.83%-280.3pp |
| Employer contribution / active EE | $4,315 | $4,967-13.1% | $4,087+5.6% | $4,761-9.4% |
| Participant deferral / active EE | $16,120 | $6,415+151.3% | $5,632+186.2% | $5,982+169.5% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |