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 | $128,734 | $209,411-38.5% | $178,490-27.9% | $158,922-19.0% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 9.38% | 188.75%-179.4pp | 151.07%-141.7pp | 302.83%-293.4pp |
| Employer contribution / active EE | $4,767 | $5,706-16.5% | $5,011-4.9% | $4,761+0.1% |
| Participant deferral / active EE | $3,364 | $5,954-43.5% | $5,202-35.3% | $5,982-43.8% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |