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 | $148,350 | $144,119+2.9% | $117,854+25.9% | $147,584+0.5% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 10.82% | 531.15%-520.3pp | 335.08%-324.3pp | 578.55%-567.7pp |
| Employer contribution / active EE | $2,118 | $4,896-56.7% | $3,786-44.0% | $4,876-56.6% |
| Participant deferral / active EE | $6,999 | $5,316+31.7% | $4,482+56.2% | $5,439+28.7% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |