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 | $181,941 | $183,963-1.1% | $162,163+12.2% | $152,861+19.0% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 21.68% | 150.76%-129.1pp | 115.59%-93.9pp | 345.32%-323.6pp |
| Employer contribution / active EE | $3,106 | $6,371-51.2% | $5,614-44.7% | $4,762-34.8% |
| Participant deferral / active EE | $7,104 | $8,034-11.6% | $7,298-2.7% | $5,850+21.4% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |