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 | $151,337 | $202,318-25.2% | $172,739-12.4% | $152,861-1.0% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 21.76% | 1029.65%-1007.9pp | 802.84%-781.1pp | 345.32%-323.6pp |
| Employer contribution / active EE | $12,684 | $5,856+116.6% | $5,143+146.6% | $4,762+166.3% |
| Participant deferral / active EE | $11,622 | $5,948+95.4% | $5,198+123.6% | $5,850+98.7% |
| Admin fee / account holder | $30 | $17,109-99.8% | $13,954-99.8% | $11,596-99.7% |