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 | $210,371 | $138,065+52.4% | $123,544+70.3% | $135,375+55.4% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -7.50% | 153.68%-161.2pp | 119.20%-126.7pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,609 | $5,151-68.8% | $4,628-65.2% | $4,779-66.3% |
| Participant deferral / active EE | $7,801 | $6,799+14.7% | $6,426+21.4% | $5,609+39.1% |
| Admin fee / account holder | $179 | $10,916-98.4% | $9,284-98.1% | $10,827-98.3% |