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 | $84,420 | $198,466-57.5% | $170,442-50.5% | $147,584-42.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.17% | 257.29%-236.1pp | 205.93%-184.8pp | 578.55%-557.4pp |
| Employer contribution / active EE | $3,548 | $6,184-42.6% | $5,433-34.7% | $4,876-27.2% |
| Participant deferral / active EE | $6,146 | $5,629+9.2% | $4,939+24.4% | $5,439+13.0% |
| Admin fee / account holder | $1 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |