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 | $209,457 | $214,378-2.3% | $200,582+4.4% | $142,382+47.1% |
| Participation rate | 72.7% | 87.4%-14.7pp | 86.9%-14.2pp | 80.1%-7.4pp |
| Annual return | 13.88% | 46.41%-32.5pp | 42.33%-28.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,053 | $6,841-70.0% | $6,419-68.0% | $4,299-52.3% |
| Participant deferral / active EE | $6,140 | $9,865-37.8% | $9,331-34.2% | $6,507-5.6% |
| Admin fee / account holder | $12 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |