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 | $106,640 | $217,402-50.9% | $185,823-42.6% | $167,490-36.3% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 32.60% | 148.36%-115.8pp | 122.05%-89.5pp | 478.56%-446.0pp |
| Employer contribution / active EE | $5,546 | $5,873-5.6% | $5,167+7.3% | $4,837+14.6% |
| Participant deferral / active EE | $6,556 | $6,356+3.1% | $5,568+17.7% | $6,341+3.4% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |