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 | $102,426 | $209,411-51.1% | $178,490-42.6% | $158,922-35.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.59% | 188.75%-161.2pp | 151.07%-123.5pp | 302.83%-275.2pp |
| Employer contribution / active EE | $1,527 | $5,706-73.2% | $5,011-69.5% | $4,761-67.9% |
| Participant deferral / active EE | $16,922 | $5,954+184.2% | $5,202+225.3% | $5,982+182.9% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |