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 | $200,238 | $180,449+11.0% | $154,107+29.9% | $135,375+47.9% |
| Participation rate | 93.8% | 87.4%+6.3pp | 83.0%+10.7pp | 82.6%+11.1pp |
| Annual return | -1.59% | 888.09%-889.7pp | 735.12%-736.7pp | 519.73%-521.3pp |
| Employer contribution / active EE | $4,219 | $6,035-30.1% | $5,298-20.4% | $4,779-11.7% |
| Participant deferral / active EE | $8,589 | $5,806+47.9% | $5,081+69.1% | $5,609+53.1% |
| Admin fee / account holder | $2 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |