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 | $99,833 | $202,318-50.7% | $172,739-42.2% | $152,861-34.7% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 20.15% | 1029.65%-1009.5pp | 802.84%-782.7pp | 345.32%-325.2pp |
| Employer contribution / active EE | $4,364 | $5,856-25.5% | $5,143-15.1% | $4,762-8.4% |
| Participant deferral / active EE | $6,391 | $5,948+7.5% | $5,198+23.0% | $5,850+9.3% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |