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 | $196,668 | $175,600+12.0% | $129,110+52.3% | $134,475+46.2% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.3%+2.7pp | 81.2%-1.2pp |
| Annual return | -12.07% | -11.39%-0.7pp | -10.94%-1.1pp | 417.96%-430.0pp |
| Employer contribution / active EE | $2,248 | $6,355-64.6% | $5,052-55.5% | $4,740-52.6% |
| Participant deferral / active EE | $10,330 | $7,975+29.5% | $6,542+57.9% | $6,400+61.4% |
| Admin fee / account holder | $30 | $23,567-99.9% | $14,302-99.8% | $11,426-99.7% |