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 | $129,029 | $202,318-36.2% | $172,739-25.3% | $152,861-15.6% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 23.58% | 1029.65%-1006.1pp | 802.84%-779.3pp | 345.32%-321.7pp |
| Employer contribution / active EE | $2,633 | $5,856-55.0% | $5,143-48.8% | $4,762-44.7% |
| Participant deferral / active EE | $7,003 | $5,948+17.7% | $5,198+34.7% | $5,850+19.7% |
| Admin fee / account holder | $80 | $17,109-99.5% | $13,954-99.4% | $11,596-99.3% |