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 | $95,781 | $209,411-54.3% | $178,490-46.3% | $158,922-39.7% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 24.29% | 188.75%-164.5pp | 151.07%-126.8pp | 302.83%-278.5pp |
| Employer contribution / active EE | $5,282 | $5,706-7.4% | $5,011+5.4% | $4,761+10.9% |
| Participant deferral / active EE | $8,325 | $5,954+39.8% | $5,202+60.0% | $5,982+39.2% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |