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 | $95,491 | $209,411-54.4% | $178,490-46.5% | $158,922-39.9% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 28.50% | 188.75%-160.3pp | 151.07%-122.6pp | 302.83%-274.3pp |
| Employer contribution / active EE | $1,457 | $5,706-74.5% | $5,011-70.9% | $4,761-69.4% |
| Participant deferral / active EE | $6,515 | $5,954+9.4% | $5,202+25.3% | $5,982+8.9% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |