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 | $158,229 | $217,402-27.2% | $185,823-14.8% | $167,490-5.5% |
| Participation rate | 84.6% | 86.0%-1.4pp | 81.7%+2.9pp | 82.1%+2.5pp |
| Annual return | 15.60% | 148.36%-132.8pp | 122.05%-106.4pp | 478.56%-463.0pp |
| Employer contribution / active EE | $10,282 | $5,873+75.1% | $5,167+99.0% | $4,837+112.5% |
| Participant deferral / active EE | $7,925 | $6,356+24.7% | $5,568+42.3% | $6,341+25.0% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |