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 | $142,686 | $209,411-31.9% | $178,490-20.1% | $158,922-10.2% |
| Participation rate | 81.3% | 86.3%-5.1pp | 81.9%-0.7pp | 82.0%-0.7pp |
| Annual return | 50.52% | 188.75%-138.2pp | 151.07%-100.5pp | 302.83%-252.3pp |
| Employer contribution / active EE | $3,252 | $5,706-43.0% | $5,011-35.1% | $4,761-31.7% |
| Participant deferral / active EE | $7,309 | $5,954+22.7% | $5,202+40.5% | $5,982+22.2% |
| Admin fee / account holder | $18 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |