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 | $142,747 | $176,056-18.9% | $159,436-10.5% | $167,490-14.8% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 163.25% | 331.75%-168.5pp | 263.57%-100.3pp | 478.56%-315.3pp |
| Employer contribution / active EE | $17,843 | $5,297+236.8% | $4,829+269.5% | $4,837+268.8% |
| Participant deferral / active EE | $2,586 | $7,750-66.6% | $7,352-64.8% | $6,341-59.2% |
| Admin fee / account holder | $130 | $12,554-99.0% | $10,799-98.8% | $12,309-98.9% |