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 | $83,406 | $189,613-56.0% | $167,512-50.2% | $142,382-41.4% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 19.56% | 2024.68%-2005.1pp | 1615.79%-1596.2pp | 217.08%-197.5pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $9,034 | $6,981+29.4% | $6,405+41.0% | $6,507+38.8% |
| Admin fee / account holder | $223 | $10,528-97.9% | $9,769-97.7% | $12,624-98.2% |