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 | $141,199 | $202,318-30.2% | $172,739-18.3% | $152,861-7.6% |
| Participation rate | 86.7% | 87.1%-0.4pp | 82.6%+4.0pp | 82.4%+4.2pp |
| Annual return | 16.42% | 1029.65%-1013.2pp | 802.84%-786.4pp | 345.32%-328.9pp |
| Employer contribution / active EE | $4,497 | $5,856-23.2% | $5,143-12.6% | $4,762-5.6% |
| Participant deferral / active EE | $2,533 | $5,948-57.4% | $5,198-51.3% | $5,850-56.7% |
| Admin fee / account holder | $189 | $17,109-98.9% | $13,954-98.6% | $11,596-98.4% |