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 | $180,833 | $209,411-13.6% | $178,490+1.3% | $158,922+13.8% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 11.51% | 188.75%-177.2pp | 151.07%-139.6pp | 302.83%-291.3pp |
| Employer contribution / active EE | $2,390 | $5,706-58.1% | $5,011-52.3% | $4,761-49.8% |
| Participant deferral / active EE | $13,599 | $5,954+128.4% | $5,202+161.4% | $5,982+127.3% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |