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 | $81,662 | $202,318-59.6% | $172,739-52.7% | $152,861-46.6% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 25.98% | 1029.65%-1003.7pp | 802.84%-776.9pp | 345.32%-319.3pp |
| Employer contribution / active EE | $14,959 | $5,856+155.4% | $5,143+190.9% | $4,762+214.1% |
| Participant deferral / active EE | $6,543 | $5,948+10.0% | $5,198+25.9% | $5,850+11.8% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |