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 5-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 | $102,255 | $159,901-36.1% | $146,958-30.4% | $145,922-29.9% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 10.16% | 98.13%-88.0pp | 418.34%-408.2pp | 561.29%-551.1pp |
| Employer contribution / active EE | $16,893 | $5,286+219.6% | $4,933+242.5% | $4,660+262.5% |
| Participant deferral / active EE | $12,373 | $8,428+46.8% | $8,070+53.3% | $6,688+85.0% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |