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 | $116,609 | $202,318-42.4% | $172,739-32.5% | $152,861-23.7% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 31.45% | 1029.65%-998.2pp | 802.84%-771.4pp | 345.32%-313.9pp |
| Employer contribution / active EE | $7,463 | $5,856+27.4% | $5,143+45.1% | $4,762+56.7% |
| Participant deferral / active EE | $14,987 | $5,948+152.0% | $5,198+188.3% | $5,850+156.2% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |