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 | $208,014 | $175,202+18.7% | $149,673+39.0% | $139,434+49.2% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 65.91% | 166.71%-100.8pp | 134.42%-68.5pp | 372.94%-307.0pp |
| Employer contribution / active EE | $2,312 | $5,474-57.8% | $4,818-52.0% | $4,751-51.3% |
| Participant deferral / active EE | $12,832 | $6,519+96.9% | $5,680+125.9% | $6,710+91.2% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |