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 | $75,772 | $202,318-62.5% | $172,739-56.1% | $152,861-50.4% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 20.94% | 1029.65%-1008.7pp | 802.84%-781.9pp | 345.32%-324.4pp |
| Employer contribution / active EE | $5,835 | $5,856-0.4% | $5,143+13.5% | $4,762+22.5% |
| Participant deferral / active EE | $4,542 | $5,948-23.6% | $5,198-12.6% | $5,850-22.4% |
| Admin fee / account holder | $62 | $17,109-99.6% | $13,954-99.6% | $11,596-99.5% |