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 | $120,636 | $115,770+4.2% | $101,248+19.1% | $158,922-24.1% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 22.08% | 56.14%-34.1pp | 46.47%-24.4pp | 302.83%-280.7pp |
| Employer contribution / active EE | $4,656 | $4,175+11.5% | $3,660+27.2% | $4,761-2.2% |
| Participant deferral / active EE | $2,709 | $4,957-45.4% | $4,370-38.0% | $5,982-54.7% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |