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 | $216,181 | $180,449+19.8% | $154,107+40.3% | $135,375+59.7% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -3.64% | 888.09%-891.7pp | 735.12%-738.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $2,217 | $6,035-63.3% | $5,298-58.2% | $4,779-53.6% |
| Participant deferral / active EE | $7,839 | $5,806+35.0% | $5,081+54.3% | $5,609+39.8% |
| Admin fee / account holder | $11 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |