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 | $113,604 | $197,591-42.5% | $177,821-36.1% | $158,922-28.5% |
| Participation rate | 87.0% | 88.5%-1.6pp | 87.7%-0.8pp | 82.0%+5.0pp |
| Annual return | 22.43% | 58.76%-36.3pp | 48.32%-25.9pp | 302.83%-280.4pp |
| Employer contribution / active EE | $6,894 | $6,697+2.9% | $5,918+16.5% | $4,761+44.8% |
| Participant deferral / active EE | $14,375 | $8,405+71.0% | $7,714+86.4% | $5,982+140.3% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |