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 | $135,593 | $209,411-35.3% | $178,490-24.0% | $158,922-14.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.74% | 188.75%-176.0pp | 151.07%-138.3pp | 302.83%-290.1pp |
| Employer contribution / active EE | $7,336 | $5,706+28.6% | $5,011+46.4% | $4,761+54.1% |
| Participant deferral / active EE | $2,329 | $5,954-60.9% | $5,202-55.2% | $5,982-61.1% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |