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 4-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 | $113,771 | $209,832-45.8% | $189,513-40.0% | $167,490-32.1% |
| Participation rate | 90.0% | 88.7%+1.3pp | 87.8%+2.2pp | 82.1%+7.9pp |
| Annual return | 14.01% | 748.27%-734.3pp | 555.15%-541.1pp | 478.56%-464.5pp |
| Employer contribution / active EE | $2,086 | $6,914-69.8% | $6,162-66.1% | $4,837-56.9% |
| Participant deferral / active EE | $8,340 | $8,935-6.7% | $8,221+1.4% | $6,341+31.5% |
| Admin fee / account holder | $17 | $14,293-99.9% | $12,045-99.9% | $12,309-99.9% |