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 | $98,811 | $209,411-52.8% | $178,490-44.6% | $158,922-37.8% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 26.65% | 188.75%-162.1pp | 151.07%-124.4pp | 302.83%-276.2pp |
| Employer contribution / active EE | $2,006 | $5,706-64.9% | $5,011-60.0% | $4,761-57.9% |
| Participant deferral / active EE | $8,816 | $5,954+48.1% | $5,202+69.5% | $5,982+47.4% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |