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 | $143,714 | $202,318-29.0% | $172,739-16.8% | $152,861-6.0% |
| Participation rate | 82.4% | 87.1%-4.7pp | 82.6%-0.3pp | 82.4%-0.1pp |
| Annual return | 16.49% | 1029.65%-1013.2pp | 802.84%-786.4pp | 345.32%-328.8pp |
| Employer contribution / active EE | $2,781 | $5,856-52.5% | $5,143-45.9% | $4,762-41.6% |
| Participant deferral / active EE | $3,809 | $5,948-36.0% | $5,198-26.7% | $5,850-34.9% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |