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 | $177,714 | $210,648-15.6% | $177,989-0.2% | $145,922+21.8% |
| Participation rate | 93.8% | 80.8%+13.0pp | 77.1%+16.7pp | 80.3%+13.5pp |
| Annual return | 15.92% | 385.86%-369.9pp | 294.48%-278.6pp | 561.29%-545.4pp |
| Employer contribution / active EE | $1,327 | $4,565-70.9% | $3,949-66.4% | $4,660-71.5% |
| Participant deferral / active EE | $5,212 | $6,958-25.1% | $6,276-16.9% | $6,688-22.1% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |