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 | $215,326 | $154,117+39.7% | $129,995+65.6% | $139,434+54.4% |
| Participation rate | 91.3% | 82.0%+9.4pp | 78.5%+12.8pp | 80.3%+11.0pp |
| Annual return | 21.38% | 32.48%-11.1pp | -137.18%+158.6pp | 372.94%-351.6pp |
| Employer contribution / active EE | $1,947 | $5,289-63.2% | $4,320-54.9% | $4,751-59.0% |
| Participant deferral / active EE | $4,477 | $6,710-33.3% | $5,820-23.1% | $6,710-33.3% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |