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 | $128,198 | $197,591-35.1% | $177,821-27.9% | $158,922-19.3% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 15.01% | 58.76%-43.7pp | 48.32%-33.3pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,684 | $6,697-74.9% | $5,918-71.5% | $4,761-64.6% |
| Participant deferral / active EE | $9,653 | $8,405+14.9% | $7,714+25.1% | $5,982+61.4% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |