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 | $88,647 | $209,411-57.7% | $178,490-50.3% | $158,922-44.2% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 18.44% | 188.75%-170.3pp | 151.07%-132.6pp | 302.83%-284.4pp |
| Employer contribution / active EE | $3,785 | $5,706-33.7% | $5,011-24.5% | $4,761-20.5% |
| Participant deferral / active EE | $9,617 | $5,954+61.5% | $5,202+84.9% | $5,982+60.8% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |