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 | $178,368 | $148,534+20.1% | $135,903+31.2% | $139,434+27.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.44% | 79.19%-51.8pp | 68.23%-40.8pp | 372.94%-345.5pp |
| Employer contribution / active EE | $4,126 | $5,243-21.3% | $4,856-15.0% | $4,751-13.1% |
| Participant deferral / active EE | $4,011 | $8,100-50.5% | $7,758-48.3% | $6,710-40.2% |
| Admin fee / account holder | $8 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |