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 | $148,388 | $198,466-25.2% | $170,442-12.9% | $147,584+0.5% |
| Participation rate | 88.2% | 88.0%+0.3pp | 83.6%+4.6pp | 82.8%+5.4pp |
| Annual return | 19.35% | 257.29%-237.9pp | 205.93%-186.6pp | 578.55%-559.2pp |
| Employer contribution / active EE | $9,656 | $6,184+56.2% | $5,433+77.7% | $4,876+98.0% |
| Participant deferral / active EE | $5,713 | $5,629+1.5% | $4,939+15.7% | $5,439+5.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |