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 | $124,071 | $209,411-40.8% | $178,490-30.5% | $158,922-21.9% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 10.20% | 188.75%-178.6pp | 151.07%-140.9pp | 302.83%-292.6pp |
| Employer contribution / active EE | $23,165 | $5,706+305.9% | $5,011+362.3% | $4,761+386.5% |
| Participant deferral / active EE | $7,787 | $5,954+30.8% | $5,202+49.7% | $5,982+30.2% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |