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 | $229,600 | $180,449+27.2% | $154,107+49.0% | $135,375+69.6% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -5.69% | 888.09%-893.8pp | 735.12%-740.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,558 | $6,035-57.6% | $5,298-51.7% | $4,779-46.5% |
| Participant deferral / active EE | $6,121 | $5,806+5.4% | $5,081+20.5% | $5,609+9.1% |
| Admin fee / account holder | $52 | $16,143-99.7% | $13,411-99.6% | $10,827-99.5% |