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 | $101,653 | $226,064-55.0% | $182,532-44.3% | $152,861-33.5% |
| Participation rate | 72.7% | 82.5%-9.7pp | 78.0%-5.2pp | 82.4%-9.7pp |
| Annual return | 18.86% | 192.51%-173.7pp | 148.54%-129.7pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,291 | $4,978-54.0% | $4,076-43.8% | $4,762-51.9% |
| Participant deferral / active EE | $6,512 | $6,368+2.3% | $5,524+17.9% | $5,850+11.3% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |