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 | $151,085 | $209,832-28.0% | $189,513-20.3% | $167,490-9.8% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 26.49% | 748.27%-721.8pp | 555.15%-528.7pp | 478.56%-452.1pp |
| Employer contribution / active EE | $1,740 | $6,914-74.8% | $6,162-71.8% | $4,837-64.0% |
| Participant deferral / active EE | $17,020 | $8,935+90.5% | $8,221+107.0% | $6,341+168.4% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |