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 | $145,559 | $183,963-20.9% | $162,163-10.2% | $152,861-4.8% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.6%-2.9pp | 82.4%+2.2pp |
| Annual return | 17.16% | 150.76%-133.6pp | 115.59%-98.4pp | 345.32%-328.2pp |
| Employer contribution / active EE | $1,558 | $6,371-75.5% | $5,614-72.2% | $4,762-67.3% |
| Participant deferral / active EE | $3,430 | $8,034-57.3% | $7,298-53.0% | $5,850-41.4% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |