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 | $165,272 | $198,466-16.7% | $170,442-3.0% | $147,584+12.0% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 12.73% | 257.29%-244.6pp | 205.93%-193.2pp | 578.55%-565.8pp |
| Employer contribution / active EE | $2,239 | $6,184-63.8% | $5,433-58.8% | $4,876-54.1% |
| Participant deferral / active EE | $8,894 | $5,629+58.0% | $4,939+80.1% | $5,439+63.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |