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 3-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 | $112,304 | $172,111-34.7% | $150,298-25.3% | $137,256-18.2% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 24.85% | 69.37%-44.5pp | 62.79%-37.9pp | 220.34%-195.5pp |
| Employer contribution / active EE | $12,280 | $4,636+164.9% | $4,154+195.6% | $4,156+195.5% |
| Participant deferral / active EE | $10,679 | $6,166+73.2% | $5,453+95.9% | $6,407+66.7% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |