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 | $126,403 | $202,318-37.5% | $172,739-26.8% | $152,861-17.3% |
| Participation rate | 94.1% | 87.1%+7.1pp | 82.6%+11.5pp | 82.4%+11.7pp |
| Annual return | 13.58% | 1029.65%-1016.1pp | 802.84%-789.3pp | 345.32%-331.7pp |
| Employer contribution / active EE | $6,655 | $5,856+13.6% | $5,143+29.4% | $4,762+39.7% |
| Participant deferral / active EE | $8,510 | $5,948+43.1% | $5,198+63.7% | $5,850+45.5% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |