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 | $108,614 | $202,318-46.3% | $172,739-37.1% | $152,861-28.9% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 20.34% | 1029.65%-1009.3pp | 802.84%-782.5pp | 345.32%-325.0pp |
| Employer contribution / active EE | $2,981 | $5,856-49.1% | $5,143-42.0% | $4,762-37.4% |
| Participant deferral / active EE | $4,764 | $5,948-19.9% | $5,198-8.3% | $5,850-18.6% |
| Admin fee / account holder | $5 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |