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 | $45,438 | $176,377-74.2% | $134,143-66.1% | $158,922-71.4% |
| Participation rate | 83.3% | 78.7%+4.6pp | 72.2%+11.2pp | 82.0%+1.4pp |
| Annual return | 14.61% | 63.63%-49.0pp | 36.33%-21.7pp | 302.83%-288.2pp |
| Employer contribution / active EE | $3,173 | $5,040-37.1% | $3,704-14.3% | $4,761-33.4% |
| Participant deferral / active EE | $3,173 | $4,091-22.5% | $3,499-9.3% | $5,982-47.0% |
| Admin fee / account holder | $15 | $8,718-99.8% | $6,684-99.8% | $11,246-99.9% |