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 | $190,174 | $159,934+18.9% | $147,005+29.4% | $145,959+30.3% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 15.41% | 98.24%-82.8pp | 418.76%-403.4pp | 561.95%-546.5pp |
| Employer contribution / active EE | $5,655 | $5,287+6.9% | $4,934+14.6% | $4,661+21.3% |
| Participant deferral / active EE | $6,448 | $8,427-23.5% | $8,070-20.1% | $6,689-3.6% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |