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 | $94,908 | $202,318-53.1% | $172,739-45.1% | $152,861-37.9% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 20.86% | 1029.65%-1008.8pp | 802.84%-782.0pp | 345.32%-324.5pp |
| Employer contribution / active EE | $2,893 | $5,856-50.6% | $5,143-43.8% | $4,762-39.3% |
| Participant deferral / active EE | $7,607 | $5,948+27.9% | $5,198+46.4% | $5,850+30.0% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |