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 | $112,434 | $176,662-36.4% | $130,648-13.9% | $152,861-26.4% |
| Participation rate | 87.5% | 79.0%+8.5pp | 71.7%+15.8pp | 82.4%+5.1pp |
| Annual return | 21.80% | 2692.24%-2670.4pp | 1708.96%-1687.2pp | 345.32%-323.5pp |
| Employer contribution / active EE | $5,523 | $5,742-3.8% | $4,092+35.0% | $4,762+16.0% |
| Participant deferral / active EE | $6,064 | $4,361+39.0% | $3,603+68.3% | $5,850+3.7% |
| Admin fee / account holder | $189 | $7,133-97.4% | $5,464-96.5% | $11,596-98.4% |