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 | $88,526 | $202,318-56.2% | $172,739-48.8% | $152,861-42.1% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 28.11% | 1029.65%-1001.5pp | 802.84%-774.7pp | 345.32%-317.2pp |
| Employer contribution / active EE | $3,029 | $5,856-48.3% | $5,143-41.1% | $4,762-36.4% |
| Participant deferral / active EE | $5,804 | $5,948-2.4% | $5,198+11.7% | $5,850-0.8% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |