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 | $170,517 | $209,411-18.6% | $178,490-4.5% | $158,922+7.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.98% | 188.75%-169.8pp | 151.07%-132.1pp | 302.83%-283.8pp |
| Employer contribution / active EE | $2,938 | $5,706-48.5% | $5,011-41.4% | $4,761-38.3% |
| Participant deferral / active EE | $9,417 | $5,954+58.2% | $5,202+81.0% | $5,982+57.4% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |