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 | $194,212 | $214,378-9.4% | $200,582-3.2% | $142,382+36.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.12% | 46.41%-26.3pp | 42.33%-22.2pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,508 | $6,841-63.3% | $6,419-60.9% | $4,299-41.7% |
| Participant deferral / active EE | $10,681 | $9,865+8.3% | $9,331+14.5% | $6,507+64.1% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |