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 | $187,214 | $127,386+47.0% | $115,037+62.7% | $125,391+49.3% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | -0.72% | 31.28%-32.0pp | 26.14%-26.9pp | 282.22%-282.9pp |
| Employer contribution / active EE | $1,825 | $5,166-64.7% | $4,608-60.4% | $4,866-62.5% |
| Participant deferral / active EE | $8,675 | $6,423+35.1% | $6,026+43.9% | $5,352+62.1% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |