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 | $53,513 | $183,519-70.8% | $155,509-65.6% | $145,922-63.3% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 40.67% | 61.17%-20.5pp | 64.67%-24.0pp | 561.29%-520.6pp |
| Employer contribution / active EE | $12,867 | $5,313+142.2% | $4,672+175.4% | $4,660+176.1% |
| Participant deferral / active EE | $6,554 | $6,462+1.4% | $5,626+16.5% | $6,688-2.0% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |