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 | $87,475 | $127,386-31.3% | $115,037-24.0% | $125,391-30.2% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | 513.26% | 31.28%+482.0pp | 26.14%+487.1pp | 282.22%+231.0pp |
| Employer contribution / active EE | $2,636 | $5,166-49.0% | $4,608-42.8% | $4,866-45.8% |
| Participant deferral / active EE | $6,515 | $6,423+1.4% | $6,026+8.1% | $5,352+21.7% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |