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 | $141,770 | $198,466-28.6% | $170,442-16.8% | $147,584-3.9% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 16.76% | 257.29%-240.5pp | 205.93%-189.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $3,485 | $6,184-43.6% | $5,433-35.9% | $4,876-28.5% |
| Participant deferral / active EE | $3,461 | $5,629-38.5% | $4,939-29.9% | $5,439-36.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |