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 | $87,593 | $209,832-58.3% | $189,513-53.8% | $167,490-47.7% |
| Participation rate | 71.4% | 88.7%-17.2pp | 87.8%-16.4pp | 82.1%-10.7pp |
| Annual return | 16.01% | 748.27%-732.3pp | 555.15%-539.1pp | 478.56%-462.6pp |
| Employer contribution / active EE | $4,052 | $6,914-41.4% | $6,162-34.2% | $4,837-16.2% |
| Participant deferral / active EE | $7,619 | $8,935-14.7% | $8,221-7.3% | $6,341+20.2% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |