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 | $215,624 | $167,307+28.9% | $143,757+50.0% | $134,475+60.3% |
| Participation rate | 73.3% | 84.8%-11.5pp | 80.3%-7.0pp | 81.2%-7.9pp |
| Annual return | -17.70% | 0.46%-18.2pp | -0.04%-17.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $3,914 | $5,619-30.3% | $4,951-20.9% | $4,740-17.4% |
| Participant deferral / active EE | $8,689 | $6,446+34.8% | $5,637+54.1% | $6,400+35.8% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |