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 | $158,457 | $177,572-10.8% | $154,803+2.4% | $142,382+11.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.63% | 65.07%-49.4pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,120 | $4,810-55.9% | $4,305-50.8% | $4,299-50.7% |
| Participant deferral / active EE | $7,425 | $6,272+18.4% | $5,540+34.0% | $6,507+14.1% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |