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 | $172,606 | $202,318-14.7% | $172,739-0.1% | $152,861+12.9% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.4%-4.7pp |
| Annual return | 17.40% | 1029.65%-1012.3pp | 802.84%-785.4pp | 345.32%-327.9pp |
| Employer contribution / active EE | $2,118 | $5,856-63.8% | $5,143-58.8% | $4,762-55.5% |
| Participant deferral / active EE | $6,663 | $5,948+12.0% | $5,198+28.2% | $5,850+13.9% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |