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 | $145,167 | $183,963-21.1% | $162,163-10.5% | $152,861-5.0% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 24.43% | 150.76%-126.3pp | 115.59%-91.2pp | 345.32%-320.9pp |
| Employer contribution / active EE | $3,843 | $6,371-39.7% | $5,614-31.5% | $4,762-19.3% |
| Participant deferral / active EE | $11,057 | $8,034+37.6% | $7,298+51.5% | $5,850+89.0% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |